Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-72
Closed -$3K 82
2019
Q2
$3K Hold
72
0.01% 244
2019
Q1
$3K Buy
72
+3
+4% +$125 0.01% 284
2018
Q4
$3K Buy
+69
New +$3K ﹤0.01% 147
2018
Q3
Sell
-3,351
Closed -$136K 221
2018
Q2
$136K Sell
3,351
-197
-6% -$8K 0.14% 82
2018
Q1
$153K Buy
3,548
+223
+7% +$9.62K 0.16% 77
2017
Q4
$160K Buy
3,325
+225
+7% +$10.8K 0.19% 81
2017
Q3
$145K Buy
3,100
+136
+5% +$6.36K 0.16% 88
2017
Q2
$133K Buy
2,964
+16
+0.5% +$718 0.14% 87
2017
Q1
$131K Sell
2,948
-6,506
-69% -$289K 0.13% 88
2016
Q4
$409K Buy
9,454
+918
+11% +$39.7K 0.28% 84
2016
Q3
$394K Buy
8,536
+889
+12% +$41K 0.24% 82
2016
Q2
$362K Buy
7,647
+732
+11% +$34.7K 0.23% 76
2016
Q1
$315K Buy
6,915
+3,792
+121% +$173K 0.2% 85
2015
Q4
$121K Buy
3,123
+407
+15% +$15.8K 0.07% 126
2015
Q3
$111K Sell
2,716
-499
-16% -$20.4K 0.07% 91
2015
Q2
$137K Sell
3,215
-4,076
-56% -$174K 0.08% 87
2015
Q1
$309K Buy
7,291
+620
+9% +$26.3K 0.17% 77
2014
Q4
$306K Buy
6,671
+1,433
+27% +$65.7K 0.19% 79
2014
Q3
$224K Sell
5,238
-1,908
-27% -$81.6K 0.16% 80
2014
Q2
$324K Buy
7,146
+4,881
+215% +$221K 0.22% 81
2014
Q1
$98K Sell
2,265
-99
-4% -$4.28K 0.08% 95
2013
Q4
$102K Sell
2,364
-661
-22% -$28.5K 0.08% 83
2013
Q3
$129K Buy
3,025
+1,237
+69% +$52.8K 0.17% 52
2013
Q2
$73K Buy
+1,788
New +$73K 0.07% 102