Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-9,107
Closed -$394K 750
2019
Q1
$394K Buy
9,107
+1,160
+15% +$50.2K 0.03% 443
2018
Q4
$339K Sell
7,947
-45
-0.6% -$1.92K 0.03% 533
2018
Q3
$344K Sell
7,992
-281
-3% -$12.1K 0.02% 667
2018
Q2
$357K Sell
8,273
-2,122
-20% -$91.6K 0.02% 691
2018
Q1
$420K Sell
10,395
-606
-6% -$24.5K 0.02% 710
2017
Q4
$424K Sell
11,001
-546
-5% -$21K 0.02% 709
2017
Q3
$377K Buy
+11,547
New +$377K 0.02% 728
2016
Q4
Sell
-27,701
Closed -$716K 1082
2016
Q3
$716K Sell
27,701
-490
-2% -$12.7K 0.05% 348
2016
Q2
$760K Buy
+28,191
New +$760K 0.05% 293