Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,516
Closed -$232K 695
2019
Q2
$232K Sell
1,516
-48
-3% -$7.35K 0.01% 641
2019
Q1
$251K Sell
1,564
-20
-1% -$3.21K 0.01% 671
2018
Q4
$244K Buy
1,584
+4
+0.3% +$616 0.01% 758
2018
Q3
$238K Buy
1,580
+27
+2% +$4.07K 0.01% 757
2018
Q2
$210K Sell
1,553
-1,807
-54% -$244K 0.01% 788
2018
Q1
$447K Buy
3,360
+316
+10% +$42K 0.01% 610
2017
Q4
$453K Buy
+3,044
New +$453K 0.01% 598