Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-21,148
Closed -$275K 615
2019
Q1
$275K Sell
21,148
-1,458
-6% -$19K 0.02% 579
2018
Q4
$226K Buy
22,606
+2,769
+14% +$27.7K 0.02% 583
2018
Q3
$311K Buy
19,837
+2,062
+12% +$32.3K 0.02% 563
2018
Q2
$292K Buy
17,775
+5,167
+41% +$84.9K 0.03% 538
2018
Q1
$166K Buy
12,608
+897
+8% +$11.8K 0.02% 523
2017
Q4
$180K Hold
11,711
0.03% 500
2017
Q3
$181K Buy
11,711
+606
+5% +$9.37K 0.03% 482
2017
Q2
$239K Buy
11,105
+2,855
+35% +$61.4K 0.04% 453
2017
Q1
$211K Buy
+8,250
New +$211K 0.05% 420