Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-624
Closed -$75K 370
2019
Q1
$75K Buy
+624
New +$75K 0.01% 199
2018
Q4
Hold
0
314
2018
Q3
Hold
0
360
2018
Q2
Hold
0
324
2016
Q1
Sell
-33,084
Closed -$2.29M 234
2015
Q4
$2.29M Buy
+33,084
New +$2.29M 0.17% 64