Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-8,044
Closed -$214K 278
2019
Q1
$214K Sell
8,044
-284
-3% -$7.56K 0.1% 234
2018
Q4
$214K Sell
8,328
-906
-10% -$23.3K 0.11% 218
2018
Q3
$398K Sell
9,234
-206
-2% -$8.88K 0.18% 164
2018
Q2
$410K Sell
9,440
-78
-0.8% -$3.39K 0.19% 157
2018
Q1
$350K Buy
9,518
+261
+3% +$9.6K 0.17% 172
2017
Q4
$333K Sell
9,257
-437
-5% -$15.7K 0.16% 171
2017
Q3
$347K Sell
9,694
-118
-1% -$4.22K 0.17% 171
2017
Q2
$323K Sell
9,812
-739
-7% -$24.3K 0.16% 176
2017
Q1
$423K Buy
10,551
+420
+4% +$16.8K 0.22% 149
2016
Q4
$379K Sell
10,131
-651
-6% -$24.4K 0.22% 154
2016
Q3
$396K Buy
10,782
+186
+2% +$6.83K 0.23% 140
2016
Q2
$357K Sell
10,596
-30
-0.3% -$1.01K 0.22% 141
2016
Q1
$330K Buy
10,626
+1,150
+12% +$35.7K 0.21% 148
2015
Q4
$317K Sell
9,476
-123
-1% -$4.12K 0.23% 138
2015
Q3
$361K Buy
9,599
+2,197
+30% +$82.6K 0.29% 118
2015
Q2
$357K Buy
+7,402
New +$357K 0.28% 123