Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$365K Sell
5,371
-1,461
-21% -$99.3K 0.19% 323
2019
Q3
$451K Buy
6,832
+2,133
+45% +$141K 0.29% 84
2019
Q2
$330K Buy
4,699
+3,414
+266% +$240K 0.27% 282
2019
Q1
$97K Buy
+1,285
New +$97K 0.08% 367
2018
Q4
Sell
-2,257
Closed -$188K 476
2018
Q3
$188K Sell
2,257
-168
-7% -$14K 0.3% 78
2018
Q2
$171K Sell
2,425
-552
-19% -$38.9K 0.29% 233
2018
Q1
$183K Buy
+2,977
New +$183K 0.23% 223