Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-5,169
Closed -$212K 118
2019
Q2
$212K Hold
5,169
0.18% 112
2019
Q1
$222K Buy
+5,169
New +$222K 0.19% 111
2018
Q4
Sell
-5,638
Closed -$248K 113
2018
Q3
$248K Sell
5,638
-81
-1% -$3.56K 0.2% 109
2018
Q2
$246K Sell
5,719
-74
-1% -$3.18K 0.22% 104
2018
Q1
$218K Sell
5,793
-861
-13% -$32.4K 0.2% 107
2017
Q4
$256K Sell
6,654
-100
-1% -$3.85K 0.23% 101
2017
Q3
$234K Sell
6,754
-116
-2% -$4.02K 0.22% 103
2017
Q2
$211K Buy
+6,870
New +$211K 0.21% 105