Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-12,285
Closed -$199K 173
2019
Q2
$199K Buy
12,285
+400
+3% +$6.48K 0.09% 150
2019
Q1
$249K Buy
11,885
+675
+6% +$14.1K 0.1% 158
2018
Q4
$227K Hold
11,210
0.11% 158
2018
Q3
$256K Hold
11,210
0.1% 147
2018
Q2
$263K Hold
11,210
0.1% 156
2018
Q1
$253K Sell
11,210
-28,724
-72% -$648K 0.13% 79
2017
Q4
$1.06M Sell
39,934
-26,626
-40% -$706K 0.37% 60
2017
Q3
$1.63M Buy
66,560
+6,364
+11% +$155K 0.59% 56
2017
Q2
$1.56M Buy
+60,196
New +$1.56M 0.63% 61