Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$300K Sell
1,943
-800
-29% -$124K 0.12% 206
2019
Q3
$410K Buy
2,743
+350
+15% +$52.3K 0.12% 206
2019
Q2
$385K Sell
2,393
-275
-10% -$44.2K 0.11% 210
2019
Q1
$384K Sell
2,668
-51
-2% -$7.34K 0.1% 221
2018
Q4
$316K Sell
2,719
-1,498
-36% -$174K 0.09% 243
2018
Q3
$547K Buy
4,217
+540
+15% +$70K 0.07% 253
2018
Q2
$367K Sell
3,677
-35
-0.9% -$3.49K 0.05% 338
2018
Q1
$364K Buy
3,712
+22
+0.6% +$2.16K 0.05% 336
2017
Q4
$361K Sell
3,690
-214
-5% -$20.9K 0.05% 336
2017
Q3
$371K Buy
+3,904
New +$371K 0.06% 316