Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-786
Closed -$37K 379
2019
Q2
$37K Buy
786
+4
+0.5% +$188 0.03% 224
2019
Q1
$35K Buy
782
+29
+4% +$1.3K 0.02% 258
2018
Q4
$28K Sell
753
-7,391
-91% -$275K 0.02% 272
2018
Q3
$370K Buy
8,144
+630
+8% +$28.6K 0.18% 89
2018
Q2
$310K Buy
+7,514
New +$310K 0.16% 97