Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-154
Closed -$6K 838
2019
Q2
$6K Buy
154
+16
+12% +$623 ﹤0.01% 571
2019
Q1
$8K Sell
138
-1,317
-91% -$76.3K 0.01% 513
2018
Q4
$70K Sell
1,455
-37
-2% -$1.78K 0.05% 226
2018
Q3
$91K Buy
1,492
+240
+19% +$14.6K 0.05% 205
2018
Q2
$92K Buy
1,252
+84
+7% +$6.17K 0.06% 206
2018
Q1
$126K Buy
1,168
+161
+16% +$17.4K 0.08% 142
2017
Q4
$87K Buy
+1,007
New +$87K 0.07% 176