Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-7,156
Closed -$87K 460
2019
Q1
$87K Buy
+7,156
New +$87K 0.03% 251
2018
Q4
Sell
-15,353
Closed -$199K 236
2018
Q3
$199K Buy
15,353
+1,255
+9% +$16.3K 0.08% 175
2018
Q2
$202K Buy
14,098
+2,192
+18% +$31.4K 0.08% 158
2018
Q1
$202K Buy
11,906
+952
+9% +$16.2K 0.11% 160
2017
Q4
$202K Buy
+10,954
New +$202K 0.1% 174