Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-5,486
Closed -$263K 223
2019
Q2
$263K Sell
5,486
-738
-12% -$35.4K 0.03% 213
2019
Q1
$317K Buy
6,224
+229
+4% +$11.7K 0.04% 199
2018
Q4
$232K Sell
5,995
-2,747
-31% -$106K 0.03% 221
2018
Q3
$488K Sell
8,742
-3,874
-31% -$216K 0.06% 189
2018
Q2
$563K Sell
12,616
-454
-3% -$20.3K 0.1% 167
2018
Q1
$680K Sell
13,070
-5,215
-29% -$271K 0.14% 152
2017
Q4
$1.12M Buy
+18,285
New +$1.12M 0.17% 133