Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-20,221
Closed -$86K 426
2019
Q2
$86K Sell
20,221
-617
-3% -$2.62K 0.01% 418
2019
Q1
$96K Sell
20,838
-53
-0.3% -$244 0.01% 411
2018
Q4
$101K Buy
20,891
+204
+1% +$986 0.01% 402
2018
Q3
$146K Sell
20,687
-204
-1% -$1.44K 0.01% 446
2018
Q2
$137K Sell
20,891
-239
-1% -$1.57K 0.01% 435
2018
Q1
$139K Buy
21,130
+2,116
+11% +$13.9K 0.01% 430
2017
Q4
$143K Sell
19,014
-1,323
-7% -$9.95K 0.01% 432
2017
Q3
$185K Buy
+20,337
New +$185K 0.01% 425