Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-52,318
Closed -$5.42M 82
2019
Q3
$5.42M Buy
52,318
+553
+1% +$57.3K 0.35% 50
2019
Q2
$4.72M Hold
51,765
0.34% 52
2019
Q1
$4.57M Sell
51,765
-4,861
-9% -$429K 0.32% 56
2018
Q4
$4.16M Buy
56,626
+2,503
+5% +$184K 0.34% 55
2018
Q3
$4.46M Sell
54,123
-10,179
-16% -$839K 0.31% 63
2018
Q2
$4.76M Hold
64,302
0.33% 57
2018
Q1
$4.59M Hold
64,302
0.32% 67
2017
Q4
$4.22M Buy
+64,302
New +$4.22M 0.3% 74