Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$606K Sell
8,162
-836
-9% -$62.1K 0.01% 524
2019
Q2
$764K Buy
8,998
+616
+7% +$52.3K 0.02% 462
2019
Q1
$721K Sell
8,382
-748
-8% -$64.3K 0.02% 462
2018
Q4
$581K Sell
9,130
-22
-0.2% -$1.4K 0.02% 479
2018
Q3
$632K Sell
9,152
-418
-4% -$28.9K 0.02% 527
2018
Q2
$641K Buy
9,570
+2,728
+40% +$183K 0.02% 457
2018
Q1
$570K Buy
6,842
+1,232
+22% +$103K 0.02% 488
2017
Q4
$531K Buy
5,610
+44
+0.8% +$4.17K 0.01% 521
2017
Q3
$650K Sell
5,566
-154
-3% -$18K 0.02% 423
2017
Q2
$720K Buy
5,720
+1,034
+22% +$130K 0.02% 394
2017
Q1
$626K Buy
+4,686
New +$626K 0.02% 400