Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-630
Closed -$40K 413
2019
Q1
$40K Hold
630
0.01% 287
2018
Q4
$33K Sell
630
-291
-32% -$15.2K 0.01% 286
2018
Q3
$64K Sell
921
-259
-22% -$18K 0.03% 238
2018
Q2
$70K Sell
1,180
-198
-14% -$11.7K 0.03% 228
2018
Q1
$90K Buy
+1,378
New +$90K 0.04% 232
2017
Q3
Sell
-1,456
Closed -$75K 386
2017
Q2
$75K Buy
+1,456
New +$75K 0.04% 215