Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-279
Closed -$22K 154
2019
Q3
$22K Hold
279
0.01% 96
2019
Q2
$23K Hold
279
0.01% 81
2019
Q1
$22K Hold
279
0.01% 103
2018
Q4
$19K Hold
279
0.01% 81
2018
Q3
$22K Hold
279
0.01% 83
2018
Q2
$19K Sell
279
-108
-28% -$7.36K 0.01% 89
2018
Q1
$29K Hold
387
0.02% 66
2017
Q4
$26K Sell
387
-60
-13% -$4.03K 0.02% 64
2017
Q3
$28K Hold
447
0.02% 59
2017
Q2
$25K Hold
447
0.02% 63
2017
Q1
$22K Sell
447
-35
-7% -$1.72K 0.02% 70
2016
Q4
$24K Hold
482
0.02% 65
2016
Q3
$25K Buy
+482
New +$25K 0.02% 60