Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,179
Closed -$226K 118
2019
Q1
$226K Sell
2,179
-291
-12% -$30.2K 0.04% 109
2018
Q4
$208K Buy
2,470
+10
+0.4% +$842 0.05% 122
2018
Q3
$216K Sell
2,460
-31
-1% -$2.72K 0.04% 124
2018
Q2
$207K Sell
2,491
-361
-13% -$30K 0.04% 125
2018
Q1
$216K Sell
2,852
-672
-19% -$50.9K 0.05% 126
2017
Q4
$259K Buy
+3,524
New +$259K 0.05% 121