Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-4,000
Closed -$155K 327
2019
Q3
$155K Sell
4,000
-4,000
-50% -$155K 0.02% 273
2019
Q2
$316K Hold
8,000
0.04% 248
2019
Q1
$295K Sell
8,000
-4,000
-33% -$148K 0.04% 260
2018
Q4
$338K Buy
12,000
+2,000
+20% +$56.3K 0.04% 278
2018
Q3
$332K Buy
10,000
+5,000
+100% +$166K 0.04% 316
2018
Q2
$181K Buy
5,000
+3,000
+150% +$109K 0.02% 350
2018
Q1
$81K Hold
2,000
0.01% 375
2017
Q4
$75K Buy
+2,000
New +$75K 0.01% 263