Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$314K Sell
1,840
-16
-0.9% -$2.73K 0.01% 576
2019
Q2
$215K Buy
1,856
+16
+0.9% +$1.85K 0.01% 671
2019
Q1
$189K Hold
1,840
0.01% 685
2018
Q4
$220K Hold
1,840
0.01% 629
2018
Q3
$241K Buy
1,840
+256
+16% +$33.5K 0.01% 670
2018
Q2
$221K Hold
1,584
0.01% 631
2018
Q1
$151K Hold
1,584
0.01% 702
2017
Q4
$137K Hold
1,584
﹤0.01% 722
2017
Q3
$111K Hold
1,584
﹤0.01% 721
2017
Q2
$102K Buy
1,584
+464
+41% +$29.9K ﹤0.01% 702
2017
Q1
$52K Buy
+1,120
New +$52K ﹤0.01% 740