Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,007
Closed -$82K 328
2019
Q2
$82K Sell
2,007
-2,016
-50% -$82.4K 0.03% 248
2019
Q1
$173K Sell
4,023
-1,478
-27% -$63.6K 0.06% 144
2018
Q4
$202K Sell
5,501
-195
-3% -$7.16K 0.09% 105
2018
Q3
$251K Sell
5,696
-83
-1% -$3.66K 0.08% 109
2018
Q2
$248K Sell
5,779
-21,522
-79% -$924K 0.1% 111
2018
Q1
$1.03M Sell
27,301
-259
-0.9% -$9.75K 0.3% 53
2017
Q4
$1.06M Sell
27,560
-327
-1% -$12.6K 0.34% 49
2017
Q3
$966K Sell
27,887
-348
-1% -$12.1K 0.39% 55
2017
Q2
$911K Buy
28,235
+863
+3% +$27.8K 0.38% 58
2017
Q1
$881K Sell
27,372
-102,987
-79% -$3.31M 0.39% 66
2016
Q4
$4.17M Buy
130,359
+128,659
+7,568% +$4.12M 1.77% 5
2016
Q3
$50K Sell
1,700
-259
-13% -$7.62K 0.03% 271
2016
Q2
$56K Buy
1,959
+1,033
+112% +$29.5K 0.04% 243
2016
Q1
$24K Buy
926
+150
+19% +$3.89K 0.02% 314
2015
Q4
$20K Buy
+776
New +$20K 0.02% 193