Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-7
Closed 682
2018
Q4
$0 Hold
7
﹤0.01% 656
2018
Q3
$0 Hold
7
﹤0.01% 683
2018
Q2
$0 Sell
7
-1
-13% ﹤0.01% 676
2018
Q1
$0 Buy
+8
New ﹤0.01% 669
2015
Q2
Sell
-1,134
Closed -$43K 582
2015
Q1
$43K Sell
1,134
-27
-2% -$1.02K 0.02% 233
2014
Q4
$47K Hold
1,161
0.02% 216
2014
Q3
$51K Sell
1,161
-464
-29% -$20.4K 0.03% 204
2014
Q2
$71K Buy
1,625
+1,161
+250% +$50.7K 0.08% 167
2014
Q1
$20K Sell
464
-1,161
-71% -$50K 0.02% 307
2013
Q4
$77K Buy
1,625
+1,161
+250% +$55K 0.07% 143
2013
Q3
$22K Hold
464
0.02% 258
2013
Q2
$21K Buy
+464
New +$21K 0.03% 257