Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-13,188
Closed -$252K 614
2019
Q3
$252K Buy
13,188
+3,810
+41% +$72.8K 0.01% 605
2019
Q2
$316K Hold
9,378
0.02% 591
2019
Q1
$345K Hold
9,378
0.02% 552
2018
Q4
$302K Buy
9,378
+1,016
+12% +$32.7K 0.02% 545
2018
Q3
$486K Buy
8,362
+834
+11% +$48.5K 0.04% 480
2018
Q2
$367K Buy
7,528
+2,151
+40% +$105K 0.03% 497
2018
Q1
$308K Hold
5,377
0.04% 443
2017
Q4
$278K Hold
5,377
0.04% 462
2017
Q3
$226K Hold
5,377
0.04% 470
2017
Q2
$246K Buy
+5,377
New +$246K 0.04% 449