Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$467K Buy
8,067
+2,367
+42% +$137K 0.2% 202
2019
Q1
$288K Buy
+5,700
New +$288K 0.13% 286
2018
Q3
Sell
-16,060
Closed -$453K 686
2018
Q2
$453K Buy
+16,060
New +$453K 0.11% 363
2017
Q3
Sell
-13,505
Closed -$227K 847
2017
Q2
$227K Buy
+13,505
New +$227K 0.03% 699
2016
Q2
Sell
-13,079
Closed -$171K 964
2016
Q1
$171K Sell
13,079
-2,940
-18% -$38.4K 0.02% 831
2015
Q4
$242K Buy
16,019
+6,999
+78% +$106K 0.03% 720
2015
Q3
$205K Buy
+9,020
New +$205K 0.03% 623