Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$334K Sell
4,408
-1,828
-29% -$139K 0.13% 191
2019
Q3
$460K Buy
6,236
+88
+1% +$6.49K 0.13% 189
2019
Q2
$423K Sell
6,148
-758
-11% -$52.2K 0.12% 197
2019
Q1
$482K Sell
6,906
-153
-2% -$10.7K 0.13% 187
2018
Q4
$381K Sell
7,059
-3,557
-34% -$192K 0.11% 205
2018
Q3
$720K Buy
10,616
+110
+1% +$7.46K 0.09% 210
2018
Q2
$734K Buy
10,506
+39
+0.4% +$2.73K 0.1% 195
2018
Q1
$596K Buy
10,467
+723
+7% +$41.2K 0.09% 230
2017
Q4
$521K Sell
9,744
-36
-0.4% -$1.93K 0.07% 266
2017
Q3
$542K Sell
9,780
-110
-1% -$6.1K 0.08% 248
2017
Q2
$516K Buy
9,890
+4,743
+92% +$247K 0.08% 251
2017
Q1
$285K Buy
5,147
+36
+0.7% +$1.99K 0.05% 368
2016
Q4
$293K Sell
5,111
-30
-0.6% -$1.72K 0.05% 352
2016
Q3
$264K Buy
5,141
+22
+0.4% +$1.13K 0.05% 375
2016
Q2
$243K Buy
+5,119
New +$243K 0.05% 385
2015
Q3
Sell
-8,662
Closed -$342K 453
2015
Q2
$342K Buy
8,662
+967
+13% +$38.2K 0.06% 335
2015
Q1
$371K Sell
7,695
-290
-4% -$14K 0.08% 293
2014
Q4
$398K Buy
7,985
+160
+2% +$7.98K 0.08% 277
2014
Q3
$513K Buy
7,825
+84
+1% +$5.51K 0.12% 213
2014
Q2
$527K Buy
7,741
+96
+1% +$6.54K 0.12% 208
2014
Q1
$453K Buy
7,645
+893
+13% +$52.9K 0.11% 219
2013
Q4
$368K Buy
6,752
+707
+12% +$38.5K 0.1% 239
2013
Q3
$282K Buy
+6,045
New +$282K 0.08% 286