Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-6,307
Closed -$241K 324
2019
Q3
$241K Sell
6,307
-211
-3% -$8.06K 0.05% 278
2019
Q2
$272K Buy
6,518
+572
+10% +$23.9K 0.06% 267
2019
Q1
$238K Sell
5,946
-110
-2% -$4.4K 0.06% 278
2018
Q4
$240K Sell
6,056
-73
-1% -$2.89K 0.07% 268
2018
Q3
$257K Sell
6,129
-68
-1% -$2.85K 0.06% 281
2018
Q2
$275K Buy
6,197
+124
+2% +$5.5K 0.07% 259
2018
Q1
$270K Sell
6,073
-127
-2% -$5.65K 0.07% 244
2017
Q4
$293K Sell
6,200
-242
-4% -$11.4K 0.08% 225
2017
Q3
$291K Sell
6,442
-311
-5% -$14K 0.08% 225
2017
Q2
$286K Sell
6,753
-77
-1% -$3.26K 0.1% 192
2017
Q1
$252K Sell
6,830
-48
-0.7% -$1.77K 0.09% 201
2016
Q4
$250K Sell
6,878
-110
-2% -$4K 0.1% 193
2016
Q3
$237K Buy
+6,988
New +$237K 0.1% 187