Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-990
Closed -$46K 385
2019
Q1
$46K Hold
990
0.01% 289
2018
Q4
$47K Sell
990
-18
-2% -$855 0.01% 276
2018
Q3
$65K Sell
1,008
-362
-26% -$23.3K 0.01% 242
2018
Q2
$82K Sell
1,370
-1,315
-49% -$78.7K 0.01% 279
2018
Q1
$192K Sell
2,685
-4,501
-63% -$322K 0.03% 221
2017
Q4
$490K Buy
7,186
+823
+13% +$56.1K 0.07% 120
2017
Q3
$493K Sell
6,363
-416
-6% -$32.2K 0.08% 116
2017
Q2
$459K Buy
6,779
+2,466
+57% +$167K 0.1% 115
2017
Q1
$262K Buy
+4,313
New +$262K 0.06% 160