Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-7,801
Closed -$333K 1886
2019
Q3
$333K Buy
7,801
+428
+6% +$18.3K ﹤0.01% 1287
2019
Q2
$368K Buy
7,373
+495
+7% +$24.7K ﹤0.01% 1235
2019
Q1
$286K Buy
+6,878
New +$286K ﹤0.01% 1342
2018
Q4
Sell
-13,502
Closed -$656K 1823
2018
Q3
$656K Buy
13,502
+6,165
+84% +$300K ﹤0.01% 932
2018
Q2
$401K Buy
7,337
+2,386
+48% +$130K ﹤0.01% 1185
2018
Q1
$227K Buy
+4,951
New +$227K ﹤0.01% 1509
2017
Q3
Sell
-1,000
Closed -$22K 2095
2017
Q2
$22K Buy
+1,000
New +$22K ﹤0.01% 3081
2017
Q1
Hold
0
4503
2016
Q4
Hold
0
4436