Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-25,573
Closed -$256K 375
2018
Q4
$256K Sell
25,573
-837
-3% -$8.38K 0.03% 313
2018
Q3
$414K Sell
26,410
-480
-2% -$7.52K 0.04% 274
2018
Q2
$441K Sell
26,890
-1,025
-4% -$16.8K 0.04% 262
2018
Q1
$367K Sell
27,915
-527
-2% -$6.93K 0.03% 271
2017
Q4
$438K Sell
28,442
-9,287
-25% -$143K 0.04% 236
2017
Q3
$584K Sell
37,729
-17,817
-32% -$276K 0.06% 214
2017
Q2
$1.2M Buy
55,546
+339
+0.6% +$7.3K 0.13% 139
2017
Q1
$1.41M Buy
55,207
+2,993
+6% +$76.7K 0.16% 118
2016
Q4
$1.44M Buy
52,214
+161
+0.3% +$4.44K 0.16% 121
2016
Q3
$1.58M Buy
52,053
+408
+0.8% +$12.4K 0.17% 112
2016
Q2
$1.62M Buy
51,645
+4,348
+9% +$136K 0.18% 110
2016
Q1
$1.59M Buy
+47,297
New +$1.59M 0.18% 117