Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$327K Sell
3,025
-367
-11% -$39.7K 0.04% 217
2019
Q3
$352K Buy
3,392
+919
+37% +$95.4K 0.05% 205
2019
Q2
$283K Sell
2,473
-98
-4% -$11.2K 0.04% 215
2019
Q1
$267K Buy
2,571
+125
+5% +$13K 0.04% 214
2018
Q4
$205K Buy
+2,446
New +$205K 0.03% 222
2016
Q1
Sell
-15,958
Closed -$577K 254
2015
Q4
$577K Buy
15,958
+402
+3% +$14.5K 0.1% 129
2015
Q3
$483K Buy
+15,556
New +$483K 0.09% 149