Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$283K Sell
5,556
-5
-0.1% -$255 0.16% 55
2019
Q2
$306K Buy
5,561
+1
+0% +$55 0.16% 60
2019
Q1
$324K Hold
5,560
0.17% 55
2018
Q4
$288K Hold
5,560
0.17% 50
2018
Q3
$353K Buy
5,560
+60
+1% +$3.81K 0.2% 47
2018
Q2
$344K Hold
5,500
0.21% 42
2018
Q1
$336K Hold
5,500
0.21% 35
2017
Q4
$350K Hold
5,500
0.2% 34
2017
Q3
$308K Hold
5,500
0.19% 37
2017
Q2
$318K Hold
5,500
0.19% 38
2017
Q1
$328K Hold
5,500
0.23% 28
2016
Q4
$334K Buy
+5,500
New +$334K 0.23% 28