Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$297K Sell
10,064
-373
-4% -$11K 0.07% 79
2019
Q3
$298K Hold
10,437
0.19% 74
2019
Q2
$264K Sell
10,437
-2,528
-19% -$63.9K 0.17% 77
2019
Q1
$307K Buy
12,965
+2,484
+24% +$58.8K 0.21% 71
2018
Q4
$226K Sell
10,481
-328
-3% -$7.07K 0.17% 83
2018
Q3
$274K Sell
10,809
-1,274
-11% -$32.3K 0.17% 81
2018
Q2
$293K Buy
+12,083
New +$293K 0.19% 75