Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-20,330
Closed -$1.09M 86
2019
Q1
$1.09M Sell
20,330
-343
-2% -$18.4K 0.32% 53
2018
Q4
$933K Sell
20,673
-802
-4% -$36.2K 0.3% 56
2018
Q3
$1.11M Sell
21,475
-477
-2% -$24.6K 0.32% 51
2018
Q2
$967K Sell
21,952
-188
-0.8% -$8.28K 0.29% 55
2018
Q1
$1.01M Sell
22,140
-1,511
-6% -$69.1K 0.31% 52
2017
Q4
$1.12M Buy
23,651
+58
+0.2% +$2.74K 0.34% 48
2017
Q3
$1.14M Sell
23,593
-2,207
-9% -$107K 0.38% 41
2017
Q2
$1.29M Sell
25,800
-650
-2% -$32.6K 0.44% 34
2017
Q1
$1.18M Buy
26,450
+174
+0.7% +$7.76K 0.43% 37
2016
Q4
$1.05M Buy
+26,276
New +$1.05M 0.43% 48