Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,097
Closed -$277K 619
2019
Q2
$277K Buy
+10,097
New +$277K 0.02% 445
2017
Q2
Sell
-12,123
Closed -$155K 655
2017
Q1
$155K Buy
+12,123
New +$155K 0.01% 566
2015
Q4
Sell
-53,498
Closed -$485K 615
2015
Q3
$485K Buy
+53,498
New +$485K 0.07% 345
2015
Q2
Sell
-12,082
Closed -$208K 583
2015
Q1
$208K Buy
+12,082
New +$208K 0.03% 473
2014
Q1
Sell
-11,117
Closed -$312K 456
2013
Q4
$312K Buy
11,117
+1,892
+21% +$53.1K 0.21% 193
2013
Q3
$230K Buy
+9,225
New +$230K 0.32% 140