Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-3,101
Closed -$451K 148
2018
Q4
$451K Buy
3,101
+53
+2% +$7.71K 0.14% 98
2018
Q3
$560K Buy
3,048
+176
+6% +$32.3K 0.17% 94
2018
Q2
$462K Buy
2,872
+489
+21% +$78.7K 0.14% 97
2018
Q1
$352K Buy
2,383
+146
+7% +$21.6K 0.11% 105
2017
Q4
$390K Buy
2,237
+830
+59% +$145K 0.11% 99
2017
Q3
$210K Buy
1,407
+15
+1% +$2.24K 0.06% 128
2017
Q2
$220K Sell
1,392
-6
-0.4% -$948 0.08% 124
2017
Q1
$236K Buy
+1,398
New +$236K 0.09% 116