Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-10,359
Closed -$131K 1220
2019
Q1
$131K Sell
10,359
-2,843
-22% -$36K ﹤0.01% 1098
2018
Q4
$185K Sell
13,202
-1,047
-7% -$14.7K 0.01% 971
2018
Q3
$217K Buy
14,249
+3,321
+30% +$50.6K 0.01% 1046
2018
Q2
$144K Sell
10,928
-3,918
-26% -$51.6K 0.01% 1093
2018
Q1
$206K Sell
14,846
-2,590
-15% -$35.9K 0.01% 1035
2017
Q4
$270K Sell
17,436
-208
-1% -$3.22K 0.01% 920
2017
Q3
$246K Buy
17,644
+4,168
+31% +$58.1K 0.01% 907
2017
Q2
$224K Buy
13,476
+1,412
+12% +$23.5K 0.01% 977
2017
Q1
$203K Buy
+12,064
New +$203K 0.01% 988