Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$202K Sell
8,880
-3,296
-27% -$75K 0.08% 296
2019
Q3
$245K Buy
12,176
+28
+0.2% +$563 0.07% 304
2019
Q2
$227K Sell
12,148
-1,356
-10% -$25.3K 0.07% 316
2019
Q1
$205K Buy
+13,504
New +$205K 0.06% 362
2018
Q4
Sell
-21,236
Closed -$274K 366
2018
Q3
$274K Buy
21,236
+484
+2% +$6.25K 0.04% 417
2018
Q2
$293K Buy
+20,752
New +$293K 0.04% 395