Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$40K Sell
518
-800
-61% -$61.8K 0.01% 183
2018
Q4
$85K Sell
1,318
-1,103
-46% -$71.1K 0.01% 171
2018
Q3
$183K Sell
2,421
-667
-22% -$50.4K 0.02% 147
2018
Q2
$239K Sell
3,088
-341
-10% -$26.4K 0.02% 151
2018
Q1
$228K Buy
3,429
+844
+33% +$56.1K 0.02% 179
2017
Q4
$212K Sell
2,585
-315
-11% -$25.8K 0.02% 178
2017
Q3
$225K Sell
2,900
-271
-9% -$21K 0.02% 169
2017
Q2
$201K Sell
3,171
-143
-4% -$9.06K 0.01% 175
2017
Q1
$200K Buy
+3,314
New +$200K 0.01% 179
2015
Q2
Sell
-4,112
Closed -$204K 107
2015
Q1
$204K Sell
4,112
-910
-18% -$45.1K 0.01% 255
2014
Q4
$248K Buy
5,022
+329
+7% +$16.2K 0.01% 280
2014
Q3
$233K Buy
4,693
+848
+22% +$42.1K 0.01% 280
2014
Q2
$237K Buy
+3,845
New +$237K 0.01% 281