Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,509
Closed -$79K 588
2019
Q2
$79K Sell
2,509
-975
-28% -$30.7K 0.05% 237
2019
Q1
$112K Buy
3,484
+313
+10% +$10.1K 0.07% 183
2018
Q4
$94K Hold
3,171
0.06% 190
2018
Q3
$107K Buy
3,171
+178
+6% +$6.01K 0.06% 189
2018
Q2
$101K Buy
2,993
+988
+49% +$33.3K 0.06% 198
2018
Q1
$64K Buy
2,005
+713
+55% +$22.8K 0.04% 218
2017
Q4
$45K Buy
+1,292
New +$45K 0.03% 260