Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-2,743
Closed -$208K 637
2019
Q3
$208K Buy
2,743
+8
+0.3% +$607 0.03% 608
2019
Q2
$212K Buy
+2,735
New +$212K 0.03% 584
2018
Q1
Sell
-3,109
Closed -$229K 559
2017
Q4
$229K Sell
3,109
-35
-1% -$2.58K 0.04% 490
2017
Q3
$232K Hold
3,144
0.05% 420
2017
Q2
$212K Buy
+3,144
New +$212K 0.05% 425