Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,756
Closed -$206K 274
2019
Q2
$206K Sell
1,756
-76
-4% -$8.92K 0.07% 270
2019
Q1
$302K Buy
1,832
+405
+28% +$66.8K 0.1% 226
2018
Q4
$226K Sell
1,427
-343
-19% -$54.3K 0.08% 241
2018
Q3
$405K Sell
1,770
-686
-28% -$157K 0.13% 182
2018
Q2
$597K Sell
2,456
-74
-3% -$18K 0.2% 137
2018
Q1
$565K Sell
2,530
-260
-9% -$58.1K 0.19% 125
2017
Q4
$653K Sell
2,790
-35
-1% -$8.19K 0.22% 108
2017
Q3
$700K Buy
2,825
+34
+1% +$8.43K 0.24% 97
2017
Q2
$499K Buy
+2,791
New +$499K 0.17% 126