Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,816
Closed -$56K 563
2019
Q1
$56K Hold
1,816
0.01% 272
2018
Q4
$54K Sell
1,816
-264
-13% -$7.85K 0.01% 259
2018
Q3
$80K Sell
2,080
-664
-24% -$25.5K 0.01% 223
2018
Q2
$86K Sell
2,744
-2,172
-44% -$68.1K 0.01% 276
2018
Q1
$134K Sell
4,916
-8,260
-63% -$225K 0.02% 260
2017
Q4
$357K Buy
+13,176
New +$357K 0.05% 151