Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$284K Buy
3,545
+372
+12% +$29.8K 0.03% 101
2019
Q1
$252K Sell
3,173
-5,238
-62% -$416K 0.02% 104
2018
Q4
$613K Sell
8,411
-6,794
-45% -$495K 0.05% 98
2018
Q3
$1.03M Buy
15,205
+305
+2% +$20.6K 0.07% 61
2018
Q2
$863K Sell
14,900
-34
-0.2% -$1.97K 0.12% 54
2018
Q1
$776K Sell
14,934
-625
-4% -$32.5K 0.1% 66
2017
Q4
$835K Buy
15,559
+9,498
+157% +$510K 0.05% 83
2017
Q3
$370K Buy
6,061
+230
+4% +$14K 0.03% 79
2017
Q2
$357K Sell
5,831
-131
-2% -$8.02K 0.03% 77
2017
Q1
$361K Buy
5,962
+1,838
+45% +$111K 0.03% 73
2016
Q4
$232K Buy
+4,124
New +$232K 0.02% 88
2014
Q2
Sell
-6,054
Closed -$328K 112
2014
Q1
$328K Buy
+6,054
New +$328K 0.04% 73