Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,000
Closed -$22K 644
2019
Q2
$22K Hold
1,000
0.01% 380
2019
Q1
$17K Sell
1,000
-45
-4% -$765 0.01% 397
2018
Q4
$23K Sell
1,045
-52
-5% -$1.14K 0.02% 329
2018
Q3
$49K Buy
1,097
+13
+1% +$581 0.03% 275
2018
Q2
$43K Buy
1,084
+10
+0.9% +$397 0.03% 287
2018
Q1
$45K Buy
1,074
+74
+7% +$3.1K 0.03% 265
2017
Q4
$44K Buy
+1,000
New +$44K 0.03% 265