Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$224K Hold
8,646
0.01% 654
2019
Q2
$271K Hold
8,646
0.01% 615
2019
Q1
$278K Sell
8,646
-11,044
-56% -$355K 0.01% 597
2018
Q4
$543K Hold
19,690
0.02% 391
2018
Q3
$786K Buy
19,690
+12,628
+179% +$504K 0.03% 349
2018
Q2
$298K Hold
7,062
0.01% 549
2018
Q1
$264K Sell
7,062
-4,004
-36% -$150K 0.01% 571
2017
Q4
$534K Buy
11,066
+1,166
+12% +$56.3K 0.02% 410
2017
Q3
$446K Sell
9,900
-1,144
-10% -$51.5K 0.02% 416
2017
Q2
$414K Buy
11,044
+396
+4% +$14.8K 0.02% 416
2017
Q1
$334K Buy
10,648
+4,752
+81% +$149K 0.01% 414
2016
Q4
$186K Buy
+5,896
New +$186K 0.01% 484