Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-24
Closed -$3K 371
2019
Q3
$3K Buy
+24
New +$3K ﹤0.01% 363
2017
Q4
Sell
-40
Closed -$5K 367
2017
Q3
$5K Hold
40
﹤0.01% 359
2017
Q2
$5K Hold
40
﹤0.01% 367
2017
Q1
$6K Hold
40
﹤0.01% 377
2016
Q4
$6K Sell
40
-70
-64% -$10.5K ﹤0.01% 367
2016
Q3
$14K Hold
110
0.01% 335
2016
Q2
$13K Sell
110
-540
-83% -$63.8K 0.01% 368
2016
Q1
$69K Hold
650
0.04% 226
2015
Q4
$63K Hold
650
0.03% 234
2015
Q3
$75K Hold
650
0.04% 219
2015
Q2
$78K Hold
650
0.04% 213
2015
Q1
$75K Hold
650
0.04% 224
2014
Q4
$85K Hold
650
0.04% 217
2014
Q3
$77K Sell
650
-1,000
-61% -$118K 0.04% 229
2014
Q2
$184K Buy
1,650
+65
+4% +$7.25K 0.09% 159
2014
Q1
$169K Sell
1,585
-515
-25% -$54.9K 0.08% 167
2013
Q4
$191K Buy
+2,100
New +$191K 0.09% 160