Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-10,000
Closed -$162K 147
2018
Q4
$162K Sell
10,000
-1,000
-9% -$16.2K 0.14% 132
2018
Q3
$175K Sell
11,000
-600
-5% -$9.55K 0.13% 142
2018
Q2
$193K Hold
11,600
0.15% 146
2018
Q1
$198K Sell
11,600
-200
-2% -$3.41K 0.17% 142
2017
Q4
$205K Sell
11,800
-75
-0.6% -$1.3K 0.17% 142
2017
Q3
$195K Hold
11,875
0.17% 143
2017
Q2
$190K Buy
+11,875
New +$190K 0.18% 140