Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,572
Closed -$513K 687
2019
Q2
$513K Buy
+10,572
New +$513K 0.01% 505
2018
Q3
Sell
-11,803
Closed -$353K 841
2018
Q2
$353K Sell
11,803
-243
-2% -$7.27K 0.01% 574
2018
Q1
$274K Buy
12,046
+93
+0.8% +$2.12K 0.01% 637
2017
Q4
$329K Buy
11,953
+2,199
+23% +$60.5K 0.01% 619
2017
Q3
$240K Buy
9,754
+205
+2% +$5.04K ﹤0.01% 760
2017
Q2
$248K Buy
+9,549
New +$248K ﹤0.01% 742