Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$550K Sell
6,345
-145
-2% -$12.6K 0.12% 47
2019
Q3
$521K Sell
6,490
-58
-0.9% -$4.66K 0.33% 48
2019
Q2
$524K Sell
6,548
-63
-1% -$5.04K 0.34% 47
2019
Q1
$524K Sell
6,611
-684
-9% -$54.2K 0.36% 46
2018
Q4
$531K Sell
7,295
-747
-9% -$54.4K 0.39% 47
2018
Q3
$544K Sell
8,042
-231
-3% -$15.6K 0.33% 51
2018
Q2
$480K Buy
+8,273
New +$480K 0.31% 50