Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,543
Closed -$141K 293
2019
Q2
$141K Sell
10,543
-1,078
-9% -$14.4K 0.02% 285
2019
Q1
$134K Sell
11,621
-300
-3% -$3.46K 0.02% 286
2018
Q4
$78K Sell
11,921
-9,035
-43% -$59.1K 0.01% 254
2018
Q3
$263K Sell
20,956
-4,810
-19% -$60.4K 0.03% 238
2018
Q2
$363K Sell
25,766
-1,500
-6% -$21.1K 0.05% 207
2018
Q1
$499K Hold
27,266
0.07% 161
2017
Q4
$542K Sell
27,266
-500
-2% -$9.94K 0.07% 154
2017
Q3
$459K Sell
27,766
-2,260
-8% -$37.4K 0.06% 157
2017
Q2
$563K Buy
+30,026
New +$563K 0.1% 135