Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-336
Closed -$17K 216
2019
Q2
$17K Buy
+336
New +$17K 0.01% 163
2019
Q1
Sell
-166
Closed -$7K 217
2018
Q4
$7K Buy
+166
New +$7K 0.01% 162
2018
Q3
Sell
-78,969
Closed -$3.52M 205
2018
Q2
$3.52M Buy
78,969
+1,200
+2% +$53.5K 2.7% 10
2018
Q1
$3.08M Buy
77,769
+940
+1% +$37.3K 2.6% 16
2017
Q4
$3.15M Buy
+76,829
New +$3.15M 2.31% 19