Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$500K Buy
2,586
+347
+15% +$67.1K 0.07% 176
2019
Q3
$443K Buy
2,239
+186
+9% +$36.8K 0.06% 177
2019
Q2
$405K Buy
2,053
+201
+11% +$39.7K 0.06% 180
2019
Q1
$327K Sell
1,852
-91
-5% -$16.1K 0.05% 193
2018
Q4
$287K Buy
1,943
+41
+2% +$6.06K 0.05% 194
2018
Q3
$298K Buy
1,902
+4
+0.2% +$627 0.04% 199
2018
Q2
$267K Sell
1,898
-30
-2% -$4.22K 0.04% 209
2018
Q1
$264K Sell
1,928
-210
-10% -$28.8K 0.04% 213
2017
Q4
$287K Buy
2,138
+87
+4% +$11.7K 0.04% 201
2017
Q3
$264K Buy
2,051
+206
+11% +$26.5K 0.03% 213
2017
Q2
$245K Hold
1,845
0.03% 233
2017
Q1
$231K Sell
1,845
-49
-3% -$6.14K 0.03% 235
2016
Q4
$221K Hold
1,894
0.03% 233
2016
Q3
$231K Sell
1,894
-200
-10% -$24.4K 0.03% 227
2016
Q2
$248K Buy
2,094
+200
+11% +$23.7K 0.04% 216
2016
Q1
$211K Sell
1,894
-90
-5% -$10K 0.04% 210
2015
Q4
$227K Buy
1,984
+3
+0.2% +$343 0.04% 211
2015
Q3
$217K Sell
1,981
-1,378
-41% -$151K 0.04% 222
2015
Q2
$380K Buy
3,359
+1,259
+60% +$142K 0.06% 184
2015
Q1
$239K Sell
2,100
-2,630
-56% -$299K 0.04% 230
2014
Q4
$494K Sell
4,730
-411
-8% -$42.9K 0.09% 173
2014
Q3
$590K Buy
5,141
+15
+0.3% +$1.72K 0.12% 152
2014
Q2
$571K Sell
5,126
-10
-0.2% -$1.11K 0.11% 157
2014
Q1
$555K Hold
5,136
0.11% 158
2013
Q4
$536K Sell
5,136
-290
-5% -$30.3K 0.12% 179
2013
Q3
$535K Sell
5,426
-11,878
-69% -$1.17M 0.13% 169
2013
Q2
$1.47M Buy
+17,304
New +$1.47M 0.09% 159