Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$586K Buy
1,776
+82
+5% +$27.1K 0.08% 157
2019
Q3
$468K Buy
1,694
+381
+29% +$105K 0.07% 168
2019
Q2
$387K Buy
1,313
+130
+11% +$38.3K 0.05% 184
2019
Q1
$316K Sell
1,183
-13
-1% -$3.47K 0.04% 197
2018
Q4
$271K Sell
1,196
-326
-21% -$73.9K 0.04% 199
2018
Q3
$411K Buy
1,522
+561
+58% +$151K 0.06% 176
2018
Q2
$234K Buy
+961
New +$234K 0.03% 223
2018
Q1
Sell
-1,151
Closed -$202K 259
2017
Q4
$202K Buy
+1,151
New +$202K 0.03% 253
2016
Q3
Sell
-2,475
Closed -$237K 256
2016
Q2
$237K Buy
+2,475
New +$237K 0.04% 220