Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-24,666
Closed -$605K 519
2019
Q3
$605K Buy
24,666
+139
+0.6% +$3.41K 0.16% 82
2019
Q2
$612K Sell
24,527
-4,396
-15% -$110K 0.15% 64
2019
Q1
$552K Buy
28,923
+156
+0.5% +$2.98K 0.12% 100
2018
Q4
$437K Buy
28,767
+145
+0.5% +$2.2K 0.09% 110
2018
Q3
$605K Buy
28,622
+178
+0.6% +$3.76K 0.11% 109
2018
Q2
$510K Buy
+28,444
New +$510K 0.07% 116