Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-18,664
Closed -$107K 209
2018
Q4
$107K Sell
18,664
-1,394
-7% -$7.99K 0.05% 200
2018
Q3
$198K Sell
20,058
-15,890
-44% -$157K 0.08% 175
2018
Q2
$377K Sell
35,948
-51,395
-59% -$539K 0.16% 147
2018
Q1
$1.08M Buy
87,343
+4,883
+6% +$60.1K 0.46% 82
2017
Q4
$1.12M Buy
82,460
+597
+0.7% +$8.09K 0.46% 78
2017
Q3
$1.05M Buy
81,863
+1,115
+1% +$14.3K 0.46% 71
2017
Q2
$992K Buy
80,748
+12,607
+19% +$155K 0.49% 71
2017
Q1
$863K Buy
+68,141
New +$863K 0.39% 82