Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$235K Sell
913
-363
-28% -$93.4K 0.09% 260
2019
Q3
$282K Buy
1,276
+31
+2% +$6.85K 0.08% 276
2019
Q2
$255K Sell
1,245
-168
-12% -$34.4K 0.08% 293
2019
Q1
$258K Sell
1,413
-22
-2% -$4.02K 0.07% 304
2018
Q4
$205K Sell
1,435
-738
-34% -$105K 0.06% 332
2018
Q3
$406K Buy
2,173
+5
+0.2% +$934 0.05% 323
2018
Q2
$378K Buy
2,168
+16
+0.7% +$2.79K 0.05% 328
2018
Q1
$337K Buy
2,152
+15
+0.7% +$2.35K 0.05% 358
2017
Q4
$315K Sell
2,137
-59
-3% -$8.7K 0.04% 376
2017
Q3
$270K Buy
2,196
+100
+5% +$12.3K 0.04% 405
2017
Q2
$255K Buy
+2,096
New +$255K 0.04% 398