Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-3,568
Closed -$282K 461
2019
Q3
$282K Sell
3,568
-124
-3% -$9.8K 0.08% 320
2019
Q2
$283K Sell
3,692
-240
-6% -$18.4K 0.09% 292
2019
Q1
$270K Buy
3,932
+1,731
+79% +$119K 0.09% 301
2018
Q4
$134K Buy
+2,201
New +$134K 0.06% 374
2018
Q1
$11K Sell
189
-47
-20% -$2.74K 0.01% 1072
2017
Q4
$13K Buy
+236
New +$13K 0.01% 997