Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-220
Closed -$10K 891
2019
Q2
$10K Hold
220
﹤0.01% 459
2019
Q1
$11K Sell
220
-125
-36% -$6.25K ﹤0.01% 443
2018
Q4
$11K Sell
345
-250
-42% -$7.97K ﹤0.01% 435
2018
Q3
$25K Sell
595
-1,960
-77% -$82.4K ﹤0.01% 366
2018
Q2
$88K Hold
2,555
0.02% 208
2018
Q1
$127K Hold
2,555
0.02% 191
2017
Q4
$124K Hold
2,555
0.02% 221
2017
Q3
$101K Hold
2,555
0.02% 242
2017
Q2
$89K Hold
2,555
0.02% 214
2017
Q1
$71K Hold
2,555
0.01% 228
2016
Q4
$77K Sell
2,555
-80
-3% -$2.41K 0.02% 225
2016
Q3
$73K Hold
2,635
0.02% 225
2016
Q2
$76K Buy
2,635
+190
+8% +$5.48K 0.02% 214
2016
Q1
$67K Buy
2,445
+345
+16% +$9.45K 0.02% 243
2015
Q4
$65K Buy
2,100
+2,075
+8,300% +$64.2K 0.01% 245
2015
Q3
$1K Hold
25
﹤0.01% 990
2015
Q2
$1K Buy
+25
New +$1K ﹤0.01% 1012