Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-16,884
Closed -$208K 594
2018
Q4
$208K Buy
16,884
+3,157
+23% +$38.9K ﹤0.01% 541
2018
Q3
$286K Buy
13,727
+2,333
+20% +$48.6K ﹤0.01% 530
2018
Q2
$237K Buy
11,394
+1,899
+20% +$39.5K ﹤0.01% 551
2018
Q1
$241K Sell
9,495
-1,015
-10% -$25.8K ﹤0.01% 553
2017
Q4
$238K Sell
10,510
-1,521
-13% -$34.4K ﹤0.01% 560
2017
Q3
$272K Buy
12,031
+1,730
+17% +$39.1K ﹤0.01% 532
2017
Q2
$236K Sell
10,301
-618
-6% -$14.2K ﹤0.01% 543
2017
Q1
$276K Buy
+10,919
New +$276K ﹤0.01% 513