Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$431K Hold
8,622
0.17% 123
2018
Q4
$393K Sell
8,622
-2,002
-19% -$91.3K 0.18% 125
2018
Q3
$500K Buy
10,624
+4,500
+73% +$212K 0.18% 130
2018
Q2
$263K Buy
6,124
+22
+0.4% +$945 0.09% 176
2018
Q1
$267K Hold
6,102
0.1% 172
2017
Q4
$268K Hold
6,102
0.1% 168
2017
Q3
$248K Hold
6,102
0.1% 168
2017
Q2
$237K Hold
6,102
0.1% 174
2017
Q1
$221K Buy
6,102
+42
+0.7% +$1.52K 0.1% 174
2016
Q4
$211K Hold
6,060
0.1% 169
2016
Q3
$218K Sell
6,060
-800
-12% -$28.8K 0.1% 157
2016
Q2
$248K Buy
+6,860
New +$248K 0.13% 150
2015
Q2
Sell
-6,460
Closed -$207K 160
2015
Q1
$207K Buy
+6,460
New +$207K 0.1% 149