Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,428
Closed -$62K 3233
2019
Q1
$62K Sell
1,428
-50
-3% -$2.17K ﹤0.01% 2810
2018
Q4
$63K Hold
1,478
﹤0.01% 2804
2018
Q3
$64K Sell
1,478
-40
-3% -$1.73K ﹤0.01% 3010
2018
Q2
$65K Sell
1,518
-264
-15% -$11.3K ﹤0.01% 2936
2018
Q1
$72K Sell
1,782
-54
-3% -$2.18K ﹤0.01% 2803
2017
Q4
$71K Buy
+1,836
New +$71K ﹤0.01% 2859
2017
Q3
Sell
-1,899
Closed -$55K 3043
2017
Q2
$55K Sell
1,899
-420
-18% -$12.2K ﹤0.01% 2978
2017
Q1
$74K Sell
2,319
-269
-10% -$8.58K ﹤0.01% 2731
2016
Q4
$75K Sell
2,588
-116
-4% -$3.36K ﹤0.01% 2746
2016
Q3
$69.9K Sell
2,704
-212
-7% -$5.48K ﹤0.01% 2803
2016
Q2
$78.6K Buy
2,916
+170
+6% +$4.58K ﹤0.01% 2771
2016
Q1
$67K Hold
2,746
﹤0.01% 3709
2015
Q4
$66K Sell
2,746
-125
-4% -$3K ﹤0.01% 3751
2015
Q3
$76K Buy
2,871
+206
+8% +$5.45K ﹤0.01% 3696
2015
Q2
$74.1K Buy
2,665
+83
+3% +$2.31K ﹤0.01% 3864
2015
Q1
$68.9K Buy
2,582
+72
+3% +$1.92K ﹤0.01% 3796
2014
Q4
$70.3K Sell
2,510
-18,775
-88% -$526K ﹤0.01% 3803
2014
Q3
$585K Sell
21,285
-698
-3% -$19.2K ﹤0.01% 1987
2014
Q2
$662K Sell
21,983
-50,757
-70% -$1.53M ﹤0.01% 1929
2014
Q1
$2.38M Buy
72,740
+515
+0.7% +$16.9K 0.01% 1029
2013
Q4
$2.05M Sell
72,225
-980
-1% -$27.8K 0.01% 1068
2013
Q3
$2.09M Buy
73,205
+1,212
+2% +$34.6K 0.01% 1024
2013
Q2
$1.66M Buy
+71,993
New +$1.66M 0.01% 1129