Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-6,402
Closed -$229K 188
2019
Q1
$229K Sell
6,402
-37
-0.6% -$1.32K 0.2% 141
2018
Q4
$207K Buy
+6,439
New +$207K 0.2% 141
2016
Q4
Sell
-9,149
Closed -$217K 192
2016
Q3
$217K Sell
9,149
-8,340
-48% -$198K 0.15% 113
2016
Q2
$454K Sell
17,489
-43,525
-71% -$1.13M 0.31% 69
2016
Q1
$1.56M Sell
61,014
-353
-0.6% -$9.03K 1.05% 12
2015
Q4
$1.22M Sell
61,367
-883
-1% -$17.5K 0.83% 22
2015
Q3
$1.32M Sell
62,250
-2,435
-4% -$51.6K 0.95% 18
2015
Q2
$1.45M Buy
+64,685
New +$1.45M 0.95% 20