Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,686
Closed -$271K 661
2019
Q2
$271K Sell
10,686
-48
-0.4% -$1.22K ﹤0.01% 676
2019
Q1
$301K Buy
10,734
+14
+0.1% +$393 0.01% 607
2018
Q4
$253K Sell
10,720
-360
-3% -$8.5K 0.01% 621
2018
Q3
$280K Sell
11,080
-1,216
-10% -$30.7K ﹤0.01% 672
2018
Q2
$365K Sell
12,296
-978
-7% -$29K 0.01% 559
2018
Q1
$350K Buy
13,274
+125
+1% +$3.3K 0.01% 570
2017
Q4
$400K Buy
13,149
+2,183
+20% +$66.4K 0.01% 568
2017
Q3
$355K Sell
10,966
-192
-2% -$6.22K 0.01% 634
2017
Q2
$384K Buy
+11,158
New +$384K 0.01% 607