Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,479
Closed -$100K 1101
2019
Q1
$100K Sell
2,479
-1,545
-38% -$62.3K 0.01% 891
2018
Q4
$159K Buy
4,024
+20
+0.5% +$790 0.01% 777
2018
Q3
$168K Buy
+4,004
New +$168K 0.01% 813
2013
Q3
Sell
-252
Closed -$11K 315
2013
Q2
$11K Buy
+252
New +$11K ﹤0.01% 586