Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,770
Closed -$362K 181
2019
Q2
$362K Buy
1,770
+61
+4% +$12.5K 0.3% 90
2019
Q1
$311K Sell
1,709
-47
-3% -$8.55K 0.27% 99
2018
Q4
$253K Buy
1,756
+38
+2% +$5.48K 0.25% 114
2018
Q3
$316K Buy
1,718
+7
+0.4% +$1.29K 0.26% 106
2018
Q2
$288K Hold
1,711
0.18% 119
2018
Q1
$259K Buy
1,711
+64
+4% +$9.69K 0.14% 147
2017
Q4
$218K Sell
1,647
-10
-0.6% -$1.32K 0.13% 157
2017
Q3
$231K Sell
1,657
-29
-2% -$4.04K 0.13% 144
2017
Q2
$211K Buy
+1,686
New +$211K 0.11% 186
2017
Q1
Sell
-1,691
Closed -$210K 208
2016
Q4
$210K Buy
+1,691
New +$210K 0.13% 163