Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,664
Closed -$443K 387
2019
Q1
$443K Buy
+1,664
New +$443K 0.14% 147
2018
Q4
Sell
-730
Closed -$247K 168
2018
Q3
$247K Buy
+730
New +$247K 0.01% 142
2016
Q3
Hold
0
151
2016
Q2
Hold
0
211
2015
Q4
Hold
0
231
2015
Q3
Sell
-11,933
Closed -$2.28M 214
2015
Q2
$2.28M Buy
+11,933
New +$2.28M 0.04% 22
2015
Q1
Sell
-1,069
Closed -$154K 250
2014
Q4
$154K Sell
1,069
-981
-48% -$141K ﹤0.01% 157
2014
Q3
$267K Sell
2,050
-294
-13% -$38.3K 0.01% 126
2014
Q2
$299K Buy
+2,344
New +$299K 0.01% 90
2014
Q1
Sell
-307
Closed -$32K 251
2013
Q4
$32K Sell
307
-1,377
-82% -$144K ﹤0.01% 152
2013
Q3
$157K Buy
+1,684
New +$157K 0.02% 79