Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$1.03M Sell
6,622
-172
-3% -$26.8K 0.27% 54
2019
Q3
$1.1M Sell
6,794
-100
-1% -$16.1K 0.3% 49
2019
Q2
$1.02M Sell
6,894
-389
-5% -$57.3K 0.29% 55
2019
Q1
$1.02M Sell
7,283
-90
-1% -$12.6K 0.3% 56
2018
Q4
$952K Sell
7,373
-788
-10% -$102K 0.31% 55
2018
Q3
$1.09M Sell
8,161
-189
-2% -$25.3K 0.32% 52
2018
Q2
$1.06M Sell
8,350
-70
-0.8% -$8.9K 0.32% 48
2018
Q1
$1.15M Sell
8,420
-331
-4% -$45.3K 0.36% 43
2017
Q4
$1.28M Sell
8,751
-4
-0% -$585 0.39% 37
2017
Q3
$1.25M Sell
8,755
-715
-8% -$102K 0.42% 36
2017
Q2
$1.38M Sell
9,470
-282
-3% -$41K 0.47% 29
2017
Q1
$1.33M Sell
9,752
-78
-0.8% -$10.6K 0.49% 26
2016
Q4
$1.31M Buy
+9,830
New +$1.31M 0.53% 29