Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-900
Closed -$69K 559
2019
Q1
$69K Sell
900
-138
-13% -$10.6K 0.02% 339
2018
Q4
$67K Hold
1,038
0.02% 326
2018
Q3
$78K Hold
1,038
0.02% 343
2018
Q2
$80K Hold
1,038
0.02% 340
2018
Q1
$69K Hold
1,038
0.02% 355
2017
Q4
$85K Hold
1,038
0.02% 346
2017
Q3
$80K Hold
1,038
0.02% 341
2017
Q2
$66K Hold
1,038
0.02% 359
2017
Q1
$63K Hold
1,038
0.02% 371
2016
Q4
$51K Hold
1,038
0.02% 385
2016
Q3
$44K Hold
1,038
0.02% 374
2016
Q2
$42K Hold
1,038
0.01% 374
2016
Q1
$36K Hold
1,038
0.01% 388
2015
Q4
$35K Hold
1,038
0.01% 393
2015
Q3
$31K Hold
1,038
0.01% 407
2015
Q2
$47K Hold
1,038
0.02% 379
2015
Q1
$52K Hold
1,038
0.02% 377
2014
Q4
$51K Hold
1,038
0.02% 376
2014
Q3
$51K Sell
1,038
-1,037
-50% -$51K 0.02% 375
2014
Q2
$128K Buy
2,075
+1,037
+100% +$64K 0.04% 304
2014
Q1
$69K Sell
1,038
-346
-25% -$23K 0.02% 345
2013
Q4
$91K Hold
1,384
0.03% 309
2013
Q3
$86K Hold
1,384
0.03% 296
2013
Q2
$73K Buy
+1,384
New +$73K 0.03% 319