Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-8,746
Closed -$757K 29
2019
Q2
$757K Buy
+8,746
New +$757K 3.57% 19
2018
Q2
Sell
-6,904
Closed -$544K 293
2018
Q1
$544K Buy
+6,904
New +$544K 0.36% 35
2017
Q4
Sell
-271
Closed -$18K 465
2017
Q3
$18K Buy
+271
New +$18K 0.02% 461
2017
Q1
Sell
-4,792
Closed -$406K 811
2016
Q4
$406K Buy
4,792
+204
+4% +$17.3K 0.27% 121
2016
Q3
$318K Buy
+4,588
New +$318K 0.25% 123