Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$175K Hold
19,117
﹤0.01% 2865
2018
Q4
$198K Hold
19,117
﹤0.01% 2851
2018
Q3
$294K Sell
19,117
-160
-0.8% -$2.46K ﹤0.01% 2833
2018
Q2
$390K Buy
19,277
+3,430
+22% +$69.4K ﹤0.01% 2759
2018
Q1
$246K Hold
15,847
﹤0.01% 2822
2017
Q4
$197K Hold
15,847
﹤0.01% 2926
2017
Q3
$190K Hold
15,847
﹤0.01% 2981
2017
Q2
$177K Buy
15,847
+8,507
+116% +$95K ﹤0.01% 3024
2017
Q1
$73K Hold
7,340
﹤0.01% 3013
2016
Q4
$63K Hold
7,340
﹤0.01% 3044
2016
Q3
$53K Sell
7,340
-14,793
-67% -$107K ﹤0.01% 3044
2016
Q2
$171K Buy
+22,133
New +$171K ﹤0.01% 2948
2015
Q2
Sell
-17,755
Closed -$129K 3097
2015
Q1
$129K Hold
17,755
﹤0.01% 2981
2014
Q4
$127K Hold
17,755
﹤0.01% 3015
2014
Q3
$130K Hold
17,755
﹤0.01% 3007
2014
Q2
$136K Buy
+17,755
New +$136K ﹤0.01% 3016