Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-500
Closed -$29K 446
2019
Q3
$29K Hold
500
0.01% 299
2019
Q2
$33K Hold
500
0.01% 297
2019
Q1
$31K Hold
500
0.01% 298
2018
Q4
$27K Hold
500
0.01% 300
2018
Q3
$28K Hold
500
0.01% 326
2018
Q2
$26K Hold
500
﹤0.01% 332
2018
Q1
$24K Hold
500
﹤0.01% 340
2017
Q4
$27K Hold
500
﹤0.01% 427
2017
Q3
$25K Hold
500
﹤0.01% 404
2017
Q2
$26K Sell
500
-1,000
-67% -$52K ﹤0.01% 396
2017
Q1
$79K Hold
1,500
0.02% 216
2016
Q4
$79K Hold
1,500
0.02% 215
2016
Q3
$79K Hold
1,500
0.02% 214
2016
Q2
$74K Hold
1,500
0.02% 222
2016
Q1
$73K Sell
1,500
-200
-12% -$9.73K 0.02% 226
2015
Q4
$69K Hold
1,700
0.02% 228
2015
Q3
$64K Hold
1,700
0.02% 216
2015
Q2
$73K Hold
1,700
0.02% 213
2015
Q1
$77K Hold
1,700
0.02% 211
2014
Q4
$74K Buy
+1,700
New +$74K 0.02% 212