Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$247K Sell
7,180
-2,185
-23% -$75.2K 0.03% 323
2019
Q1
$339K Sell
9,365
-711
-7% -$25.7K 0.04% 287
2018
Q4
$372K Buy
10,076
+1,100
+12% +$40.6K 0.05% 277
2018
Q3
$432K Buy
8,976
+440
+5% +$21.2K 0.04% 272
2018
Q2
$418K Sell
8,536
-145
-2% -$7.1K 0.04% 271
2018
Q1
$456K Buy
8,681
+591
+7% +$31K 0.05% 256
2017
Q4
$425K Buy
8,090
+1,805
+29% +$94.8K 0.05% 270
2017
Q3
$284K Sell
6,285
-35
-0.6% -$1.58K 0.03% 317
2017
Q2
$293K Buy
6,320
+5
+0.1% +$232 0.03% 318
2017
Q1
$291K Buy
6,315
+815
+15% +$37.6K 0.03% 317
2016
Q4
$226K Buy
+5,500
New +$226K 0.03% 331