Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Hold
0
1203
2019
Q1
Sell
-3,100
Closed -$132K 1043
2018
Q4
$132K Buy
3,100
+1,500
+94% +$63.9K 0.05% 153
2018
Q3
$69K Sell
1,600
-900
-36% -$38.8K 0.02% 319
2018
Q2
$107K Buy
+2,500
New +$107K 0.04% 213