Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-14,561
Closed -$187K 476
2019
Q1
$187K Hold
14,561
0.08% 392
2018
Q4
$144K Sell
14,561
-2,100
-13% -$20.8K 0.05% 470
2018
Q3
$219K Sell
16,661
-6,471
-28% -$85.1K 0.08% 464
2018
Q2
$213K Sell
23,132
-5,170
-18% -$47.6K 0.05% 566
2018
Q1
$219K Sell
28,302
-8,553
-23% -$66.2K 0.05% 542
2017
Q4
$331K Buy
36,855
+14,283
+63% +$128K 0.06% 467
2017
Q3
$205K Buy
22,572
+4,872
+28% +$44.2K 0.03% 704
2017
Q2
$251K Buy
+17,700
New +$251K 0.03% 679