Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-7,405
Closed -$249K 169
2019
Q2
$249K Buy
7,405
+440
+6% +$14.8K 0.09% 126
2019
Q1
$256K Buy
6,965
+3,557
+104% +$131K 0.1% 131
2018
Q4
$110K Sell
3,408
-1,881
-36% -$60.7K 0.05% 200
2018
Q3
$307K Buy
5,289
+203
+4% +$11.8K 0.13% 132
2018
Q2
$248K Sell
5,086
-11
-0.2% -$536 0.1% 138
2018
Q1
$293K Buy
5,097
+133
+3% +$7.65K 0.16% 132
2017
Q4
$256K Buy
+4,964
New +$256K 0.13% 148