Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-366
Closed -$18K 713
2019
Q2
$18K Buy
366
+53
+17% +$2.61K 0.01% 725
2019
Q1
$16K Sell
313
-1,879
-86% -$96.1K 0.01% 731
2018
Q4
$105K Sell
2,192
-441
-17% -$21.1K 0.05% 164
2018
Q3
$132K Buy
2,633
+84
+3% +$4.21K 0.04% 166
2018
Q2
$128K Buy
2,549
+427
+20% +$21.4K 0.05% 174
2018
Q1
$104K Buy
2,122
+1,530
+258% +$75K 0.03% 203
2017
Q4
$26K Sell
592
-1,112
-65% -$48.8K 0.01% 503
2017
Q3
$86K Sell
1,704
-937
-35% -$47.3K 0.03% 264
2017
Q2
$135K Buy
2,641
+366
+16% +$18.7K 0.06% 208
2017
Q1
$122K Buy
2,275
+1,592
+233% +$85.4K 0.05% 218
2016
Q4
$33K Sell
683
-314
-31% -$15.2K 0.01% 342
2016
Q3
$54K Buy
997
+53
+6% +$2.87K 0.03% 257
2016
Q2
$53K Buy
944
+337
+56% +$18.9K 0.03% 253
2016
Q1
$31K Buy
607
+225
+59% +$11.5K 0.03% 278
2015
Q4
$19K Buy
+382
New +$19K 0.02% 200