Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$867K Sell
9,380
-780
-8% -$72.1K 0.2% 44
2019
Q3
$882K Buy
10,160
+20
+0.2% +$1.74K 0.57% 43
2019
Q2
$960K Buy
10,140
+440
+5% +$41.7K 0.63% 43
2019
Q1
$864K Sell
9,700
-1,040
-10% -$92.6K 0.59% 43
2018
Q4
$807K Buy
10,740
+1,600
+18% +$120K 0.6% 44
2018
Q3
$915K Sell
9,140
-20
-0.2% -$2K 0.56% 46
2018
Q2
$779K Buy
+9,160
New +$779K 0.51% 45