Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-606
Closed -$30K 128
2019
Q1
$30K Hold
606
0.01% 315
2018
Q4
$27K Hold
606
0.01% 311
2018
Q3
$29K Hold
606
0.01% 254
2018
Q2
$26K Hold
606
0.01% 282
2018
Q1
$26K Hold
606
0.01% 291
2017
Q4
$27K Sell
606
-120
-17% -$5.35K 0.01% 327
2017
Q3
$30K Buy
726
+40
+6% +$1.65K 0.01% 320
2017
Q2
$27K Hold
686
0.01% 215
2017
Q1
$24K Hold
686
0.01% 227
2016
Q4
$24K Hold
686
0.01% 238
2016
Q3
$24K Sell
686
-122
-15% -$4.27K 0.02% 245
2016
Q2
$30K Hold
808
0.02% 179
2016
Q1
$27K Sell
808
-56
-6% -$1.87K 0.02% 192
2015
Q4
$26K Buy
864
+108
+14% +$3.25K 0.02% 197
2015
Q3
$23K Buy
756
+356
+89% +$10.8K 0.02% 226
2015
Q2
$13K Hold
400
0.01% 384
2015
Q1
$13K Sell
400
-110
-22% -$3.58K 0.01% 377
2014
Q4
$15K Buy
+510
New +$15K 0.01% 341