Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$668K Sell
3,910
-34
-0.9% -$5.81K 0.02% 499
2019
Q2
$456K Buy
3,944
+34
+0.9% +$3.93K 0.01% 603
2019
Q1
$403K Hold
3,910
0.01% 617
2018
Q4
$468K Hold
3,910
0.01% 534
2018
Q3
$512K Buy
3,910
+544
+16% +$71.2K 0.01% 587
2018
Q2
$470K Hold
3,366
0.01% 544
2018
Q1
$321K Hold
3,366
0.01% 654
2017
Q4
$290K Hold
3,366
0.01% 685
2017
Q3
$237K Hold
3,366
0.01% 683
2017
Q2
$217K Buy
3,366
+986
+41% +$63.6K 0.01% 664
2017
Q1
$110K Buy
+2,380
New +$110K ﹤0.01% 728