Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-7,849
Closed -$394K 283
2019
Q2
$394K Sell
7,849
-203
-3% -$10.2K 0.02% 227
2019
Q1
$398K Buy
8,052
+269
+3% +$13.3K 0.02% 231
2018
Q4
$331K Buy
7,783
+1,583
+26% +$67.3K 0.02% 232
2018
Q3
$491K Buy
6,200
+333
+6% +$26.4K 0.02% 231
2018
Q2
$447K Buy
5,867
+373
+7% +$28.4K 0.02% 232
2018
Q1
$409K Sell
5,494
-727
-12% -$54.1K 0.01% 231
2017
Q4
$493K Buy
6,221
+24
+0.4% +$1.9K 0.02% 183
2017
Q3
$404K Buy
6,197
+34
+0.6% +$2.22K 0.01% 215
2017
Q2
$332K Buy
+6,163
New +$332K 0.01% 242