Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-94
Closed -$16K 523
2019
Q3
$16K Buy
94
+19
+25% +$3.23K 0.01% 404
2019
Q2
$12K Sell
75
-1,532
-95% -$245K 0.01% 410
2019
Q1
$230K Sell
1,607
-1
-0.1% -$143 0.2% 336
2018
Q4
$224K Buy
+1,608
New +$224K 0.16% 273