Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-7,621
Closed -$1.33M 156
2018
Q4
$1.33M Buy
7,621
+125
+2% +$21.7K 0.41% 58
2018
Q3
$1.36M Buy
7,496
+21
+0.3% +$3.81K 0.37% 63
2018
Q2
$1.26M Buy
7,475
+544
+8% +$91.8K 0.36% 63
2018
Q1
$1.04M Buy
6,931
+971
+16% +$145K 0.31% 69
2017
Q4
$924K Buy
5,960
+647
+12% +$100K 0.27% 73
2017
Q3
$814K Buy
5,313
+1,396
+36% +$214K 0.26% 76
2017
Q2
$647K Buy
3,917
+512
+15% +$84.6K 0.21% 87
2017
Q1
$593K Buy
3,405
+310
+10% +$54K 0.2% 88
2016
Q4
$527K Buy
3,095
+888
+40% +$151K 0.19% 91
2016
Q3
$428K Buy
2,207
+1,103
+100% +$214K 0.15% 97
2016
Q2
$203K Buy
+1,104
New +$203K 0.07% 123