Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-6,456
Closed -$231K 637
2019
Q3
$231K Hold
6,456
0.02% 560
2019
Q2
$204K Buy
+6,456
New +$204K 0.01% 767
2018
Q2
Sell
-7,092
Closed -$204K 976
2018
Q1
$204K Sell
7,092
-1,527
-18% -$43.9K 0.01% 1115
2017
Q4
$226K Buy
8,619
+132
+2% +$3.46K 0.01% 1149
2017
Q3
$242K Sell
8,487
-1,145
-12% -$32.6K 0.01% 1131
2017
Q2
$281K Buy
9,632
+1,308
+16% +$38.2K 0.01% 1010
2017
Q1
$241K Buy
+8,324
New +$241K 0.01% 1043
2016
Q2
Sell
-13,101
Closed -$252K 920
2016
Q1
$252K Buy
+13,101
New +$252K 0.01% 796