Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$22K Sell
508
-8
-2% -$346 0.01% 111
2018
Q4
$21K Sell
516
-8
-2% -$326 0.01% 97
2018
Q3
$23K Sell
524
-7
-1% -$307 0.01% 114
2018
Q2
$21K Sell
531
-7
-1% -$277 0.01% 112
2018
Q1
$20K Sell
538
-8
-1% -$297 0.01% 111
2017
Q4
$21K Sell
546
-8
-1% -$308 0.01% 113
2017
Q3
$19K Sell
554
-38
-6% -$1.3K 0.01% 120
2017
Q2
$18K Sell
592
-211
-26% -$6.42K 0.01% 123
2017
Q1
$24K Sell
803
-14
-2% -$418 0.02% 106
2016
Q4
$26K Sell
817
-15
-2% -$477 0.02% 92
2016
Q3
$25K Hold
832
0.02% 88
2016
Q2
$25K Hold
832
0.03% 63
2016
Q1
$21K Hold
832
0.02% 73
2015
Q4
$22K Hold
832
0.02% 70
2015
Q3
$21K Hold
832
0.02% 74
2015
Q2
$28K Sell
832
-12
-1% -$404 0.02% 79
2015
Q1
$27K Hold
844
0.02% 70
2014
Q4
$27K Buy
+844
New +$27K 0.03% 59