Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$532K Sell
9,981
-151
-1% -$8.06K 0.36% 68
2019
Q2
$507K Hold
10,132
0.38% 66
2019
Q1
$530K Buy
10,132
+221
+2% +$11.6K 0.41% 64
2018
Q4
$473K Hold
9,911
0.44% 59
2018
Q3
$498K Hold
9,911
0.4% 67
2018
Q2
$499K Buy
9,911
+1,572
+19% +$79.2K 0.42% 69
2018
Q1
$420K Hold
8,339
0.32% 76
2017
Q4
$389K Buy
+8,339
New +$389K 0.32% 85