Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,805
Closed -$212K 114
2019
Q2
$212K Sell
1,805
-172
-9% -$20.2K 0.18% 110
2019
Q1
$326K Buy
+1,977
New +$326K 0.27% 64
2018
Q4
Sell
-1,758
Closed -$402K 145
2018
Q3
$402K Buy
1,758
+24
+1% +$5.49K 0.31% 52
2018
Q2
$421K Sell
1,734
-103
-6% -$25K 0.34% 42
2018
Q1
$410K Sell
1,837
-12
-0.6% -$2.68K 0.36% 36
2017
Q4
$433K Buy
+1,849
New +$433K 0.35% 38