Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-8,740
Closed -$313K 517
2019
Q3
$313K Buy
8,740
+49
+0.6% +$1.76K 0.08% 144
2019
Q2
$275K Hold
8,691
0.07% 152
2019
Q1
$231K Buy
8,691
+47
+0.5% +$1.25K 0.05% 181
2018
Q4
$214K Buy
8,644
+44
+0.5% +$1.09K 0.05% 181
2018
Q3
$233K Buy
8,600
+100
+1% +$2.71K 0.04% 210
2018
Q2
$235K Buy
+8,500
New +$235K 0.03% 199