Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-8,336
Closed -$356K 850
2019
Q3
$356K Buy
8,336
+89
+1% +$3.8K 0.04% 527
2019
Q2
$412K Sell
8,247
-5,549
-40% -$277K 0.05% 445
2019
Q1
$574K Buy
13,796
+3,487
+34% +$145K 0.07% 293
2018
Q4
$302K Sell
10,309
-1,093
-10% -$32K 0.04% 429
2018
Q3
$554K Buy
11,402
+4,143
+57% +$201K 0.07% 322
2018
Q2
$398K Sell
7,259
-1,929
-21% -$106K 0.05% 388
2018
Q1
$422K Sell
9,188
-2,063
-18% -$94.8K 0.06% 350
2017
Q4
$356K Sell
11,251
-70
-0.6% -$2.22K 0.05% 391
2017
Q3
$371K Buy
+11,321
New +$371K 0.06% 329