Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Hold
0
797
2019
Q2
Hold
0
779
2019
Q1
Hold
0
530
2018
Q4
Hold
0
529
2018
Q3
Sell
-13,622
Closed -$245K 514
2018
Q2
$245K Hold
13,622
0.01% 304
2018
Q1
$215K Sell
13,622
-1,500
-10% -$23.7K 0.01% 334
2017
Q4
$308K Sell
15,122
-4,750
-24% -$96.7K 0.02% 311
2017
Q3
$441K Sell
19,872
-5,500
-22% -$122K 0.02% 282
2017
Q2
$659K Buy
+25,372
New +$659K 0.03% 229