Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-6,689
Closed -$272K 556
2019
Q2
$272K Sell
6,689
-4
-0.1% -$163 ﹤0.01% 675
2019
Q1
$293K Sell
6,693
-405
-6% -$17.7K 0.01% 613
2018
Q4
$273K Sell
7,098
-182
-3% -$7K 0.01% 607
2018
Q3
$415K Buy
+7,280
New +$415K 0.01% 570
2017
Q4
Sell
-5,922
Closed -$432K 782
2017
Q3
$432K Buy
5,922
+22
+0.4% +$1.61K 0.01% 546
2017
Q2
$408K Buy
+5,900
New +$408K 0.01% 578
2016
Q1
Sell
-56,456
Closed -$3.08M 577
2015
Q4
$3.08M Sell
56,456
-25,319
-31% -$1.38M 0.02% 364
2015
Q3
$4.56M Buy
+81,775
New +$4.56M 0.03% 301