Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-196
Closed -$27K 647
2019
Q2
$27K Hold
196
0.01% 421
2019
Q1
$27K Hold
196
0.01% 419
2018
Q4
$24K Sell
196
-206
-51% -$25.2K 0.01% 413
2018
Q3
$58K Hold
402
0.01% 341
2018
Q2
$75K Hold
402
0.02% 318
2018
Q1
$75K Sell
402
-94
-19% -$17.5K 0.02% 322
2017
Q4
$88K Sell
496
-64
-11% -$11.4K 0.02% 293
2017
Q3
$97K Sell
560
-98
-15% -$17K 0.02% 282
2017
Q2
$93K Hold
658
0.02% 287
2017
Q1
$93K Sell
658
-109
-14% -$15.4K 0.02% 286
2016
Q4
$102K Buy
767
+30
+4% +$3.99K 0.02% 265
2016
Q3
$89K Buy
737
+9
+1% +$1.09K 0.02% 288
2016
Q2
$74K Hold
728
0.02% 294
2016
Q1
$81K Hold
728
0.02% 288
2015
Q4
$89K Sell
728
-82
-10% -$10K 0.02% 293
2015
Q3
$88K Buy
+810
New +$88K 0.02% 275