Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-12,972
Closed -$263K 557
2019
Q3
$263K Buy
12,972
+400
+3% +$8.11K 0.05% 422
2019
Q2
$317K Sell
12,572
-1,245
-9% -$31.4K 0.06% 367
2019
Q1
$353K Sell
13,817
-125
-0.9% -$3.19K 0.06% 320
2018
Q4
$304K Buy
13,942
+1,360
+11% +$29.7K 0.06% 328
2018
Q3
$372K Buy
12,582
+125
+1% +$3.7K 0.06% 330
2018
Q2
$313K Buy
12,457
+945
+8% +$23.7K 0.06% 368
2018
Q1
$273K Buy
11,512
+10,835
+1,600% +$257K 0.05% 389
2017
Q4
$16K Buy
+677
New +$16K ﹤0.01% 1402