Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-17,201
Closed -$245K 547
2018
Q4
$245K Hold
17,201
﹤0.01% 406
2018
Q3
$255K Sell
17,201
-16,025
-48% -$238K ﹤0.01% 438
2018
Q2
$441K Buy
+33,226
New +$441K 0.01% 298
2018
Q1
Sell
-10,805
Closed -$169K 608
2017
Q4
$169K Sell
10,805
-25,054
-70% -$392K ﹤0.01% 436
2017
Q3
$497K Buy
35,859
+980
+3% +$13.6K 0.01% 235
2017
Q2
$580K Buy
34,879
+6,003
+21% +$99.8K 0.01% 176
2017
Q1
$486K Buy
28,876
+17,551
+155% +$295K 0.01% 160
2016
Q4
$160K Buy
+11,325
New +$160K ﹤0.01% 231