Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$594K Buy
7,004
+2,081
+42% +$176K ﹤0.01% 891
2019
Q2
$393K Buy
4,923
+381
+8% +$30.4K ﹤0.01% 1025
2019
Q1
$392K Sell
4,542
-336
-7% -$29K ﹤0.01% 998
2018
Q4
$310K Buy
4,878
+1,442
+42% +$91.6K ﹤0.01% 1029
2018
Q3
$241K Sell
3,436
-75
-2% -$5.26K ﹤0.01% 1149
2018
Q2
$214K Buy
+3,511
New +$214K ﹤0.01% 1198
2017
Q1
Sell
-37,849
Closed -$1.83M 1344
2016
Q4
$1.83M Buy
37,849
+601
+2% +$29.1K 0.01% 606
2016
Q3
$1.79M Buy
37,248
+4,740
+15% +$228K 0.01% 583
2016
Q2
$1.38M Buy
32,508
+1,149
+4% +$48.7K 0.01% 622
2016
Q1
$1.25M Buy
31,359
+5,369
+21% +$214K 0.01% 619
2015
Q4
$965K Buy
25,990
+9,294
+56% +$345K 0.01% 696
2015
Q3
$598K Buy
+16,696
New +$598K ﹤0.01% 805
2013
Q4
Sell
-5,244
Closed -$236K 1852
2013
Q3
$236K Buy
+5,244
New +$236K ﹤0.01% 1593