Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$210K Buy
+5,258
New +$210K 0.16% 38
2019
Q3
Sell
-5,347
Closed -$219K 41
2019
Q2
$219K Hold
5,347
0.16% 41
2019
Q1
$230K Buy
+5,347
New +$230K 0.18% 37
2018
Q4
Sell
-5,507
Closed -$242K 40
2018
Q3
$242K Sell
5,507
-79
-1% -$3.47K 0.17% 37
2018
Q2
$240K Sell
5,586
-180
-3% -$7.73K 0.19% 35
2018
Q1
$217K Buy
+5,766
New +$217K 0.19% 44