Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$50K Sell
1,350
-2,623
-66% -$97.1K ﹤0.01% 237
2018
Q4
$112K Sell
3,973
-1,016
-20% -$28.6K 0.01% 180
2018
Q3
$165K Sell
4,989
-122,571
-96% -$4.05M 0.02% 171
2018
Q2
$4.63M Sell
127,560
-15,174
-11% -$550K 0.45% 59
2018
Q1
$5.74M Sell
142,734
-1,466
-1% -$59K 0.58% 49
2017
Q4
$5.44M Buy
144,200
+1,123
+0.8% +$42.4K 0.55% 52
2017
Q3
$5.5M Sell
143,077
-41
-0% -$1.58K 0.58% 49
2017
Q2
$5M Buy
143,118
+6,484
+5% +$226K 0.55% 52
2017
Q1
$4.59M Buy
136,634
+605
+0.4% +$20.3K 0.51% 55
2016
Q4
$4.04M Buy
136,029
+339
+0.2% +$10.1K 0.48% 55
2016
Q3
$4.46M Buy
135,690
+7,130
+6% +$235K 0.55% 54
2016
Q2
$3.01M Sell
128,560
-7,680
-6% -$180K 0.39% 62
2016
Q1
$3.25M Buy
136,240
+69,200
+103% +$1.65M 0.44% 60
2015
Q4
$1.84M Buy
67,040
+65
+0.1% +$1.79K 0.25% 78
2015
Q3
$1.64M Sell
66,975
-17,159
-20% -$419K 0.24% 76
2015
Q2
$2.13M Buy
84,134
+69,165
+462% +$1.75M 0.29% 68
2015
Q1
$363K Buy
14,969
+1,188
+9% +$28.8K 0.05% 111
2014
Q4
$325K Buy
+13,781
New +$325K 0.05% 104
2014
Q3
Sell
-17,107
Closed -$360K 382
2014
Q2
$360K Hold
17,107
0.05% 102
2014
Q1
$398K Hold
17,107
0.06% 97
2013
Q4
$395K Sell
17,107
-2,082
-11% -$48.1K 0.06% 98
2013
Q3
$451K Hold
19,189
0.07% 103
2013
Q2
$418K Buy
+19,189
New +$418K 0.07% 104