Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$42K Sell
1,034
-35
-3% -$1.42K 0.02% 188
2019
Q1
$46K Buy
+1,069
New +$46K 0.03% 188
2018
Q2
$70K Sell
1,634
-92
-5% -$3.94K 0.04% 166
2018
Q1
$65K Sell
1,726
-495
-22% -$18.6K 0.04% 170
2017
Q4
$85K Buy
+2,221
New +$85K 0.05% 157
2017
Q2
Sell
-3,396
Closed -$102K 154
2017
Q1
$102K Sell
3,396
-255
-7% -$7.66K 0.06% 149
2016
Q4
$117K Sell
3,651
-579
-14% -$18.6K 0.07% 138
2016
Q3
$125 Sell
4,230
-152
-3% -$4 0.04% 133
2016
Q2
$131K Buy
+4,382
New +$131K 0.08% 130
2016
Q1
Sell
-8,097
Closed -$213K 103
2015
Q4
$213K Buy
8,097
+125
+2% +$3.29K 0.15% 94
2015
Q3
$205K Sell
7,972
-3,056
-28% -$78.6K 0.16% 93
2015
Q2
$371K Sell
11,028
-102
-0.9% -$3.43K 0.28% 80
2015
Q1
$361K Buy
11,130
+1,162
+12% +$37.7K 0.27% 81
2014
Q4
$315K Buy
+9,968
New +$315K 0.26% 82