Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-6,124
Closed -$1.06M 68
2019
Q1
$1.06M Sell
6,124
-374
-6% -$65K 0.91% 40
2018
Q4
$1.04M Sell
6,498
-148
-2% -$23.6K 1.2% 31
2018
Q3
$1.17M Buy
6,646
+32
+0.5% +$5.64K 0.9% 39
2018
Q2
$1.09M Sell
6,614
-30
-0.5% -$4.94K 0.86% 40
2018
Q1
$1.22M Sell
6,644
-371
-5% -$68.1K 1% 35
2017
Q4
$1.38M Sell
7,015
-12
-0.2% -$2.36K 1.03% 35
2017
Q3
$1.23M Buy
+7,027
New +$1.23M 0.97% 39
2016
Q2
$1.23M Buy
+7,056
New +$1.23M 1.1% 36