Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-37,212
Closed -$2.33M 256
2019
Q3
$2.33M Sell
37,212
-833
-2% -$52.1K 0.42% 70
2019
Q2
$2.39M Sell
38,045
-729
-2% -$45.9K 0.42% 74
2019
Q1
$2.05M Sell
38,774
-1,694
-4% -$89.4K 0.37% 85
2018
Q4
$2.22M Sell
40,468
-6,298
-13% -$345K 0.44% 62
2018
Q3
$3.43M Sell
46,766
-272
-0.6% -$19.9K 0.57% 55
2018
Q2
$3.7M Buy
47,038
+1,041
+2% +$81.8K 0.61% 49
2018
Q1
$3.66M Sell
45,997
-444
-1% -$35.3K 0.6% 55
2017
Q4
$4.21M Buy
46,441
+9,494
+26% +$860K 0.69% 44
2017
Q3
$3.43M Buy
+36,947
New +$3.43M 0.6% 53