Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$670K Buy
7,635
+1,725
+29% +$151K ﹤0.01% 845
2019
Q2
$490K Sell
5,910
-803
-12% -$66.6K ﹤0.01% 968
2019
Q1
$516K Buy
6,713
+968
+17% +$74.4K ﹤0.01% 926
2018
Q4
$368K Buy
5,745
+1,480
+35% +$94.8K ﹤0.01% 979
2018
Q3
$323K Sell
4,265
-160
-4% -$12.1K ﹤0.01% 1053
2018
Q2
$342K Buy
4,425
+573
+15% +$44.3K ﹤0.01% 1047
2018
Q1
$256K Buy
3,852
+749
+24% +$49.8K ﹤0.01% 1100
2017
Q4
$255K Sell
3,103
-241
-7% -$19.8K ﹤0.01% 1091
2017
Q3
$259K Buy
+3,344
New +$259K ﹤0.01% 1100
2017
Q1
Sell
-4,583
Closed -$224K 1330
2016
Q4
$224K Buy
+4,583
New +$224K ﹤0.01% 1414
2014
Q3
Sell
-3,384
Closed -$208K 1396
2014
Q2
$208K Sell
3,384
-2,177
-39% -$134K ﹤0.01% 1347
2014
Q1
$367K Sell
5,561
-429
-7% -$28.3K ﹤0.01% 1484
2013
Q4
$391K Sell
5,990
-352
-6% -$23K ﹤0.01% 1384
2013
Q3
$393K Buy
6,342
+557
+10% +$34.5K ﹤0.01% 1353
2013
Q2
$305K Buy
+5,785
New +$305K ﹤0.01% 1401