Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-25,436
Closed -$1.22M 84
2018
Q4
$1.22M Buy
25,436
+12
+0% +$573 0.9% 37
2018
Q3
$1.28M Sell
25,424
-1,788
-7% -$89.8K 0.83% 43
2018
Q2
$1.37M Buy
27,212
+1,462
+6% +$73.7K 0.89% 48
2018
Q1
$1.26M Buy
25,750
+4,091
+19% +$200K 0.83% 51
2017
Q4
$960K Sell
21,659
-185
-0.8% -$8.2K 0.6% 64
2017
Q3
$1.12M Sell
21,844
-9,883
-31% -$505K 0.78% 51
2017
Q2
$1.71M Sell
31,727
-2,317
-7% -$125K 1.31% 32
2017
Q1
$1.79M Sell
34,044
-3,013
-8% -$159K 1.18% 35
2016
Q4
$1.78M Sell
37,057
-11,469
-24% -$552K 1.2% 34
2016
Q3
$2.62M Sell
48,526
-9,507
-16% -$513K 1.82% 14
2016
Q2
$3.14M Buy
58,033
+43
+0.1% +$2.33K 2.32% 6
2016
Q1
$2.94M Buy
57,990
+8,419
+17% +$427K 2.21% 10
2015
Q4
$2.5M Buy
+49,571
New +$2.5M 1.86% 11