Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$366K Sell
7,324
-1,310
-15% -$65.5K 0.19% 96
2019
Q1
$451K Buy
+8,634
New +$451K 0.25% 83
2018
Q2
$589K Sell
11,684
-262
-2% -$13.2K 0.36% 69
2018
Q1
$583K Sell
11,946
-660
-5% -$32.2K 0.36% 70
2017
Q4
$559K Sell
12,606
-1,411
-10% -$62.6K 0.32% 77
2017
Q3
$711K Sell
14,017
-740
-5% -$37.5K 0.43% 59
2017
Q2
$795K Buy
14,757
+2,817
+24% +$152K 0.47% 53
2017
Q1
$644K Sell
11,940
-2,767
-19% -$149K 0.38% 63
2016
Q4
$708K Buy
14,707
+2,767
+23% +$133K 0.41% 60
2016
Q3
$644 Sell
11,940
-10,127
-46% -$546 0.19% 65
2016
Q2
$1.2M Sell
22,067
-1,644
-7% -$89.3K 0.71% 40
2016
Q1
$1.2M Buy
23,711
+1,757
+8% +$89.1K 0.79% 36
2015
Q4
$1.11M Buy
21,954
+833
+4% +$42K 0.8% 38
2015
Q3
$1.02M Buy
21,121
+2,193
+12% +$105K 0.8% 33
2015
Q2
$985K Sell
18,928
-888
-4% -$46.2K 0.75% 35
2015
Q1
$1.14M Sell
19,816
-396
-2% -$22.8K 0.87% 36
2014
Q4
$1.08M Buy
+20,212
New +$1.08M 0.89% 33