Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$727K Sell
3,016
-34
-1% -$8.2K 0.36% 60
2019
Q3
$590K Sell
3,050
-362
-11% -$70K 0.31% 62
2019
Q2
$629K Buy
3,412
+153
+5% +$28.2K 0.3% 62
2019
Q1
$619K Sell
3,259
-874
-21% -$166K 0.32% 60
2018
Q4
$805K Buy
4,133
+2,174
+111% +$423K 0.45% 55
2018
Q3
$406K Buy
+1,959
New +$406K 0.23% 70