Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,221
Closed -$31K 632
2019
Q2
$31K Buy
+2,221
New +$31K ﹤0.01% 590
2018
Q2
Sell
-11,522
Closed -$166K 450
2018
Q1
$166K Hold
11,522
0.01% 349
2017
Q4
$116K Hold
11,522
0.01% 394
2017
Q3
$133K Hold
11,522
0.01% 398
2017
Q2
$89K Hold
11,522
﹤0.01% 423
2017
Q1
$68K Hold
11,522
﹤0.01% 449
2016
Q4
$74K Hold
11,522
﹤0.01% 462
2016
Q3
$85K Hold
11,522
﹤0.01% 460
2016
Q2
$62K Hold
11,522
﹤0.01% 460
2016
Q1
$56K Hold
11,522
﹤0.01% 437
2015
Q4
$71K Hold
11,522
﹤0.01% 454
2015
Q3
$64K Hold
11,522
﹤0.01% 515
2015
Q2
$77K Hold
11,522
﹤0.01% 529
2015
Q1
$97K Hold
11,522
﹤0.01% 499
2014
Q4
$98K Hold
11,522
﹤0.01% 527
2014
Q3
$76K Buy
11,522
+400
+4% +$2.64K ﹤0.01% 542
2014
Q2
$74K Hold
11,122
﹤0.01% 510
2014
Q1
$32K Buy
+11,122
New +$32K ﹤0.01% 479