Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-347
Closed -$55K 384
2019
Q1
$55K Sell
347
-694
-67% -$110K 0.03% 229
2018
Q4
$198K Hold
1,041
0.13% 109
2018
Q3
$217K Hold
1,041
0.11% 120
2018
Q2
$177K Hold
1,041
0.09% 143
2018
Q1
$175K Hold
1,041
0.09% 138
2017
Q4
$211K Hold
1,041
0.11% 124
2017
Q3
$195K Hold
1,041
0.11% 129
2017
Q2
$174K Hold
1,041
0.11% 133
2017
Q1
$152K Hold
1,041
0.14% 96
2016
Q4
$139K Buy
+1,041
New +$139K 0.15% 104