Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-198
Closed -$34K 196
2019
Q1
$34K Hold
198
0.01% 304
2018
Q4
$29K Hold
198
0.01% 297
2018
Q3
$30K Sell
198
-51
-20% -$7.73K 0.01% 314
2018
Q2
$34K Sell
249
-2,212
-90% -$302K 0.01% 295
2018
Q1
$345K Sell
2,461
-1,052
-30% -$147K 0.14% 128
2017
Q4
$471K Sell
3,513
-13
-0.4% -$1.74K 0.17% 121
2017
Q3
$515K Hold
3,526
0.25% 81
2017
Q2
$469K Buy
+3,526
New +$469K 0.22% 89