Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-12,330
Closed -$431K 755
2019
Q2
$431K Sell
12,330
-100
-0.8% -$3.5K 0.01% 558
2019
Q1
$359K Sell
12,430
-62
-0.5% -$1.79K 0.01% 552
2018
Q4
$334K Sell
12,492
-279
-2% -$7.46K 0.01% 559
2018
Q3
$409K Sell
12,771
-168
-1% -$5.38K 0.01% 577
2018
Q2
$423K Sell
12,939
-197
-1% -$6.44K 0.01% 506
2018
Q1
$455K Sell
13,136
-21
-0.2% -$727 0.01% 496
2017
Q4
$451K Buy
13,157
+2,288
+21% +$78.4K 0.01% 522
2017
Q3
$366K Sell
10,869
-11
-0.1% -$370 0.01% 622
2017
Q2
$361K Buy
+10,880
New +$361K 0.01% 628