Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-5,400
Closed -$296K 443
2019
Q3
$296K Sell
5,400
-37
-0.7% -$2.03K 0.09% 303
2019
Q2
$282K Sell
5,437
-169
-3% -$8.77K 0.09% 294
2019
Q1
$260K Buy
5,606
+2,010
+56% +$93.2K 0.08% 313
2018
Q4
$142K Sell
3,596
-276
-7% -$10.9K 0.06% 356
2018
Q3
$222K Buy
+3,872
New +$222K 0.1% 283
2018
Q1
$178K Sell
3,504
-73
-2% -$3.71K 0.08% 288
2017
Q4
$188K Buy
+3,577
New +$188K 0.09% 273