Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$1.67M Sell
5,175
-5
-0.1% -$1.62K 0.22% 65
2019
Q3
$1.39M Buy
5,180
+114
+2% +$30.5K 0.2% 69
2019
Q2
$1.86M Sell
5,066
-15
-0.3% -$5.51K 0.26% 55
2019
Q1
$1.81M Buy
5,081
+15
+0.3% +$5.35K 0.26% 58
2018
Q4
$1.36M Buy
5,066
+2,826
+126% +$756K 0.22% 65
2018
Q3
$838K Hold
2,240
0.11% 100
2018
Q2
$877K Hold
2,240
0.12% 94
2018
Q1
$661K Sell
2,240
-42
-2% -$12.4K 0.09% 120
2017
Q4
$438K Sell
2,282
-6
-0.3% -$1.15K 0.06% 170
2017
Q3
$415K Buy
2,288
+213
+10% +$38.6K 0.05% 170
2017
Q2
$310K Buy
+2,075
New +$310K 0.04% 195