Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-28,129
Closed -$2.91M 116
2019
Q3
$2.91M Buy
28,129
+48
+0.2% +$4.97K 0.33% 45
2019
Q2
$3.21M Sell
28,081
-33
-0.1% -$3.78K 0.38% 44
2019
Q1
$2.92M Sell
28,114
-36
-0.1% -$3.74K 0.38% 44
2018
Q4
$2.37M Buy
28,150
+38
+0.1% +$3.2K 0.36% 49
2018
Q3
$2.47M Hold
28,112
0.3% 66
2018
Q2
$2.34M Buy
28,112
+286
+1% +$23.8K 0.31% 65
2018
Q1
$2.11M Sell
27,826
-475
-2% -$36K 0.3% 69
2017
Q4
$2.08M Buy
+28,301
New +$2.08M 0.29% 69