Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,171
Closed -$71K 149
2019
Q3
$71K Hold
1,171
0.04% 46
2019
Q2
$67K Hold
1,171
0.04% 46
2019
Q1
$69K Buy
1,171
+400
+52% +$23.6K 0.04% 45
2018
Q4
$43K Buy
771
+50
+7% +$2.79K 0.03% 49
2018
Q3
$39K Buy
721
+25
+4% +$1.35K 0.03% 53
2018
Q2
$35K Hold
696
0.02% 59
2018
Q1
$33K Sell
696
-23
-3% -$1.09K 0.02% 60
2017
Q4
$38K Buy
719
+4
+0.6% +$211 0.03% 50
2017
Q3
$35K Sell
715
-88
-11% -$4.31K 0.03% 46
2017
Q2
$36K Hold
803
0.03% 47
2017
Q1
$39K Hold
803
0.03% 46
2016
Q4
$43K Hold
803
0.04% 40
2016
Q3
$42K Buy
+803
New +$42K 0.04% 39