Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-2,250
Closed -$520K 482
2019
Q3
$520K Buy
2,250
+701
+45% +$162K 0.13% 94
2019
Q2
$317K Sell
1,549
-219
-12% -$44.8K 0.08% 140
2019
Q1
$322K Buy
1,768
+10
+0.6% +$1.82K 0.07% 146
2018
Q4
$253K Sell
1,758
-134
-7% -$19.3K 0.05% 165
2018
Q3
$348K Buy
1,892
+12
+0.6% +$2.21K 0.06% 164
2018
Q2
$317K Buy
+1,880
New +$317K 0.05% 172