Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$136K Buy
2,838
+66
+2% +$3.16K ﹤0.01% 897
2019
Q2
$185K Sell
2,772
-1,276
-32% -$85.2K ﹤0.01% 841
2019
Q1
$386K Buy
4,048
+1,386
+52% +$132K 0.01% 631
2018
Q4
$331K Buy
2,662
+88
+3% +$10.9K 0.01% 638
2018
Q3
$628K Buy
2,574
+550
+27% +$134K 0.01% 531
2018
Q2
$377K Hold
2,024
0.01% 613
2018
Q1
$249K Hold
2,024
0.01% 730
2017
Q4
$241K Buy
2,024
+418
+26% +$49.8K 0.01% 746
2017
Q3
$153K Buy
1,606
+176
+12% +$16.8K ﹤0.01% 802
2017
Q2
$136K Buy
1,430
+616
+76% +$58.6K ﹤0.01% 786
2017
Q1
$63K Hold
814
﹤0.01% 858
2016
Q4
$55K Buy
+814
New +$55K ﹤0.01% 863