Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$679K Sell
77,361
-1,552
-2% -$13.6K 0.27% 89
2018
Q4
$604K Sell
78,913
-1,285
-2% -$9.84K 0.27% 90
2018
Q3
$741K Sell
80,198
-7,627
-9% -$70.5K 0.27% 92
2018
Q2
$972K Sell
87,825
-928
-1% -$10.3K 0.34% 75
2018
Q1
$983K Sell
88,753
-1,320
-1% -$14.6K 0.36% 73
2017
Q4
$1.13M Sell
90,073
-110
-0.1% -$1.37K 0.41% 68
2017
Q3
$1.08M Sell
90,183
-6,098
-6% -$73K 0.42% 66
2017
Q2
$1.08M Buy
96,281
+4,341
+5% +$48.6K 0.44% 68
2017
Q1
$1.07M Sell
91,940
-198
-0.2% -$2.3K 0.47% 62
2016
Q4
$1.12M Buy
92,138
+2,227
+2% +$27K 0.53% 61
2016
Q3
$1.09M Sell
89,911
-2,799
-3% -$33.8K 0.5% 60
2016
Q2
$1.17M Sell
92,710
-765
-0.8% -$9.61K 0.6% 55
2016
Q1
$1.26M Sell
93,475
-12,360
-12% -$167K 0.66% 52
2015
Q4
$1.49M Sell
105,835
-1,415
-1% -$19.9K 0.77% 46
2015
Q3
$1.46M Sell
107,250
-6,097
-5% -$82.7K 0.81% 42
2015
Q2
$1.7M Sell
113,347
-565
-0.5% -$8.48K 0.81% 41
2015
Q1
$1.84M Buy
+113,912
New +$1.84M 0.87% 40