Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,478
Closed -$235K 422
2018
Q4
$235K Sell
1,478
-275
-16% -$43.7K 0.02% 367
2018
Q3
$401K Sell
1,753
-194
-10% -$44.4K 0.03% 331
2018
Q2
$473K Buy
1,947
+50
+3% +$12.1K 0.03% 287
2018
Q1
$423K Hold
1,897
0.03% 315
2017
Q4
$444K Buy
+1,897
New +$444K 0.03% 300
2014
Q3
Sell
-10,272
Closed -$1.92M 370
2014
Q2
$1.92M Sell
10,272
-14
-0.1% -$2.62K 0.21% 89
2014
Q1
$1.57M Buy
+10,286
New +$1.57M 0.18% 99