Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,000
Closed -$88K 328
2019
Q1
$88K Hold
1,000
0.03% 216
2018
Q4
$73K Hold
1,000
0.03% 215
2018
Q3
$82K Sell
1,000
-38
-4% -$3.12K 0.03% 220
2018
Q2
$77K Hold
1,038
0.03% 217
2018
Q1
$74K Buy
+1,038
New +$74K 0.03% 252
2017
Q3
Sell
-144
Closed -$9K 305
2017
Q2
$9K Buy
+144
New +$9K ﹤0.01% 481