Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$554K Sell
9,547
-477
-5% -$27.7K 0.07% 161
2019
Q3
$466K Sell
10,024
-577
-5% -$26.8K 0.07% 169
2019
Q2
$416K Buy
10,601
+2,156
+26% +$84.6K 0.06% 177
2019
Q1
$346K Hold
8,445
0.05% 186
2018
Q4
$312K Buy
8,445
+1,384
+20% +$51.1K 0.05% 186
2018
Q3
$312K Sell
7,061
-65
-0.9% -$2.87K 0.04% 195
2018
Q2
$260K Sell
7,126
-1,499
-17% -$54.7K 0.04% 210
2018
Q1
$378K Buy
8,625
+153
+2% +$6.71K 0.05% 179
2017
Q4
$336K Buy
8,472
+125
+1% +$4.96K 0.04% 187
2017
Q3
$314K Sell
8,347
-20
-0.2% -$752 0.04% 193
2017
Q2
$293K Sell
8,367
-481
-5% -$16.8K 0.04% 200
2017
Q1
$290K Sell
8,848
-889
-9% -$29.1K 0.04% 206
2016
Q4
$280K Buy
+9,737
New +$280K 0.04% 200