Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$360K Sell
6,128
-105
-2% -$6.17K 0.08% 62
2019
Q3
$332K Sell
6,233
-66
-1% -$3.52K 0.21% 69
2019
Q2
$315K Sell
6,299
-1,147
-15% -$57.4K 0.21% 69
2019
Q1
$389K Buy
7,446
+557
+8% +$29.1K 0.27% 54
2018
Q4
$329K Buy
6,889
+203
+3% +$9.7K 0.24% 66
2018
Q3
$336K Sell
6,686
-438
-6% -$22K 0.21% 65
2018
Q2
$359K Buy
+7,124
New +$359K 0.23% 60