Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-2,575
Closed -$121K 196
2018
Q4
$121K Buy
2,575
+1,395
+118% +$65.6K 0.04% 80
2018
Q3
$56K Sell
1,180
-800
-40% -$38K 0.02% 106
2018
Q2
$98K Hold
1,980
0.03% 93
2018
Q1
$103K Hold
1,980
0.03% 79
2017
Q4
$91K Buy
1,980
+1,180
+148% +$54.2K 0.02% 101
2017
Q3
$30K Sell
800
-1,180
-60% -$44.3K 0.01% 116
2017
Q2
$67K Hold
1,980
0.02% 110
2017
Q1
$71K Sell
1,980
-1,650
-45% -$59.2K 0.03% 107
2016
Q4
$133K Buy
+3,630
New +$133K 0.08% 81