Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,753
Closed -$35K 2522
2019
Q2
$35K Buy
+1,753
New +$35K ﹤0.01% 2601
2017
Q3
Sell
-9,332
Closed -$205K 2227
2017
Q2
$205K Buy
+9,332
New +$205K ﹤0.01% 2087
2016
Q2
Sell
-6,676
Closed -$208K 2020
2016
Q1
$208K Sell
6,676
-791
-11% -$24.6K ﹤0.01% 1855
2015
Q4
$265K Sell
7,467
-38,179
-84% -$1.35M ﹤0.01% 1688
2015
Q3
$1.54M Sell
45,646
-88
-0.2% -$2.97K 0.02% 816
2015
Q2
$1.84M Hold
45,734
0.02% 750
2015
Q1
$1.54M Sell
45,734
-401
-0.9% -$13.5K 0.02% 780
2014
Q4
$1.43M Buy
46,135
+24,997
+118% +$773K 0.02% 756
2014
Q3
$580K Buy
+21,138
New +$580K 0.01% 1061
2014
Q2
Sell
-34,432
Closed -$941K 1749
2014
Q1
$941K Buy
+34,432
New +$941K 0.01% 1029
2013
Q4
Hold
0
1473