Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-11,292
Closed -$237K 959
2019
Q1
$237K Buy
11,292
+562
+5% +$11.8K 0.01% 855
2018
Q4
$217K Sell
10,730
-2,555
-19% -$51.7K 0.01% 816
2018
Q3
$304K Sell
13,285
-814
-6% -$18.6K 0.01% 856
2018
Q2
$331K Buy
14,099
+32
+0.2% +$751 0.01% 838
2018
Q1
$309K Sell
14,067
-3,504
-20% -$77K 0.01% 849
2017
Q4
$466K Sell
17,571
-174
-1% -$4.62K 0.02% 713
2017
Q3
$433K Buy
17,745
+5,483
+45% +$134K 0.02% 710
2017
Q2
$319K Buy
+12,262
New +$319K 0.01% 596