Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-3,339
Closed -$84K 1320
2019
Q2
$84K Hold
3,339
﹤0.01% 850
2019
Q1
$85K Buy
+3,339
New +$85K ﹤0.01% 860
2018
Q1
Sell
-200
Closed -$4K 1374
2017
Q4
$4K Hold
200
﹤0.01% 1328
2017
Q3
$4K Buy
+200
New +$4K ﹤0.01% 1310
2014
Q3
Sell
-8,500
Closed -$383K 1435
2014
Q2
$383K Sell
8,500
-325
-4% -$14.6K ﹤0.01% 562
2014
Q1
$332K Sell
8,825
-350
-4% -$13.2K ﹤0.01% 584
2013
Q4
$326K Buy
9,175
+100
+1% +$3.55K ﹤0.01% 585
2013
Q3
$276K Buy
9,075
+300
+3% +$9.12K ﹤0.01% 604
2013
Q2
$244K Buy
+8,775
New +$244K ﹤0.01% 630