Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-5,920
Closed -$99K 602
2019
Q2
$99K Hold
5,920
0.02% 269
2019
Q1
$107K Sell
5,920
-621
-9% -$11.2K 0.02% 267
2018
Q4
$95K Sell
6,541
-537
-8% -$7.8K 0.02% 271
2018
Q3
$99K Buy
7,078
+4,131
+140% +$57.8K 0.02% 279
2018
Q2
$40K Buy
+2,947
New +$40K 0.01% 376
2015
Q4
Sell
-2,794
Closed -$27K 772
2015
Q3
$27K Buy
+2,794
New +$27K 0.01% 450