Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-5,299
Closed -$230K 2327
2019
Q1
$230K Hold
5,299
﹤0.01% 2152
2018
Q4
$229K Sell
5,299
-404
-7% -$17.5K ﹤0.01% 2131
2018
Q3
$242K Sell
5,703
-132
-2% -$5.6K ﹤0.01% 2126
2018
Q2
$252K Sell
5,835
-443
-7% -$19.1K ﹤0.01% 2133
2018
Q1
$257K Sell
6,278
-883
-12% -$36.1K ﹤0.01% 2117
2017
Q4
$282K Sell
7,161
-112
-2% -$4.41K ﹤0.01% 2107
2017
Q3
$249K Buy
+7,273
New +$249K ﹤0.01% 2109
2014
Q2
Sell
-10,017
Closed -$328K 2258
2014
Q1
$328K Buy
10,017
+12
+0.1% +$393 ﹤0.01% 2012
2013
Q4
$284K Sell
10,005
-7,335
-42% -$208K ﹤0.01% 2044
2013
Q3
$495K Buy
+17,340
New +$495K ﹤0.01% 2016