Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-3,775
Closed -$419K 236
2019
Q2
$419K Buy
3,775
+10
+0.3% +$1.11K 0.04% 160
2019
Q1
$363K Buy
3,765
+11
+0.3% +$1.06K 0.03% 170
2018
Q4
$304K Buy
3,754
+3
+0.1% +$243 0.03% 174
2018
Q3
$334K Sell
3,751
-21
-0.6% -$1.87K 0.04% 175
2018
Q2
$305K Buy
3,772
+25
+0.7% +$2.02K 0.03% 184
2018
Q1
$263K Buy
3,747
+3
+0.1% +$211 0.03% 194
2017
Q4
$260K Sell
3,744
-1,518
-29% -$105K 0.03% 187
2017
Q3
$347K Buy
+5,262
New +$347K 0.04% 178