Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-506
Closed -$41K 363
2019
Q2
$41K Sell
506
-461
-48% -$37.4K 0.04% 219
2019
Q1
$76K Sell
967
-1,322
-58% -$104K 0.04% 194
2018
Q4
$142K Sell
2,289
-13,855
-86% -$860K 0.1% 138
2018
Q3
$1.36M Buy
16,144
+141
+0.9% +$11.8K 0.66% 46
2018
Q2
$1.47M Sell
16,003
-273
-2% -$25K 0.74% 44
2018
Q1
$1.39M Buy
16,276
+3,034
+23% +$258K 0.74% 43
2017
Q4
$1.13M Sell
13,242
-2,622
-17% -$223K 0.61% 48
2017
Q3
$1.56M Buy
15,864
+5,545
+54% +$546K 0.89% 39
2017
Q2
$905K Buy
10,319
+5,419
+111% +$475K 0.56% 53
2017
Q1
$394K Buy
+4,900
New +$394K 0.36% 52