Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-423
Closed -$22K 187
2019
Q1
$22K Buy
423
+1
+0.2% +$52 0.02% 250
2018
Q4
$20K Sell
422
-166
-28% -$7.87K 0.02% 250
2018
Q3
$30K Buy
588
+3
+0.5% +$153 0.03% 248
2018
Q2
$29K Buy
585
+4
+0.7% +$198 0.03% 247
2018
Q1
$28K Buy
581
+101
+21% +$4.87K 0.03% 224
2017
Q4
$21K Buy
+480
New +$21K 0.02% 254