Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-17,923
Closed -$1.27M 529
2019
Q3
$1.27M Sell
17,923
-1,442
-7% -$102K 0.02% 256
2019
Q2
$1.65M Buy
19,365
+1,146
+6% +$97.6K 0.02% 235
2019
Q1
$1.55M Hold
18,219
0.02% 249
2018
Q4
$1.57M Sell
18,219
-92
-0.5% -$7.92K 0.03% 222
2018
Q3
$2.07M Buy
18,311
+56
+0.3% +$6.35K 0.03% 205
2018
Q2
$1.89M Buy
18,255
+2,235
+14% +$232K 0.02% 235
2018
Q1
$1.27M Buy
16,020
+2,871
+22% +$227K 0.02% 295
2017
Q4
$1.05M Buy
+13,149
New +$1.05M 0.01% 291