Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$541K Sell
5,868
-448
-7% -$41.3K 0.01% 1060
2019
Q2
$573K Sell
6,316
-1,537
-20% -$139K 0.01% 1037
2019
Q1
$651K Sell
7,853
-432
-5% -$35.8K 0.01% 966
2018
Q4
$560K Buy
8,285
+338
+4% +$22.8K 0.01% 933
2018
Q3
$628K Buy
7,947
+39
+0.5% +$3.08K 0.01% 984
2018
Q2
$570K Buy
7,908
+779
+11% +$56.1K 0.01% 1013
2018
Q1
$541K Buy
7,129
+2,505
+54% +$190K 0.01% 979
2017
Q4
$335K Buy
4,624
+645
+16% +$46.7K ﹤0.01% 1134
2017
Q3
$262K Buy
+3,979
New +$262K ﹤0.01% 1187
2016
Q1
Sell
-3,831
Closed -$205K 1147
2015
Q4
$205K Buy
3,831
+1
+0% +$54 ﹤0.01% 1062
2015
Q3
$200K Sell
3,830
-499
-12% -$26.1K ﹤0.01% 1003
2015
Q2
$237K Buy
+4,329
New +$237K 0.01% 978