Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$285K Buy
6,942
+12
+0.2% +$493 0.03% 315
2019
Q1
$298K Buy
6,930
+745
+12% +$32K 0.03% 305
2018
Q4
$227K Sell
6,185
-1,287
-17% -$47.2K 0.03% 320
2018
Q3
$329K Buy
+7,472
New +$329K 0.03% 311
2017
Q2
Sell
-6,701
Closed -$202K 379
2017
Q1
$202K Sell
6,701
-289
-4% -$8.71K 0.02% 353
2016
Q4
$224K Buy
+6,990
New +$224K 0.03% 332
2015
Q4
Sell
-9,281
Closed -$239K 333
2015
Q3
$239K Sell
9,281
-4,071
-30% -$105K 0.03% 290
2015
Q2
$449K Sell
13,352
-187
-1% -$6.29K 0.06% 233
2015
Q1
$439K Hold
13,539
0.06% 239
2014
Q4
$428K Buy
+13,539
New +$428K 0.06% 244