Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-8,595
Closed -$50K 428
2018
Q4
$50K Hold
8,595
0.04% 176
2018
Q3
$51K Sell
8,595
-10,547
-55% -$62.6K 0.03% 204
2018
Q2
$108K Sell
19,142
-301
-2% -$1.7K 0.07% 120
2018
Q1
$106K Hold
19,443
0.07% 121
2017
Q4
$113K Buy
19,443
+376
+2% +$2.19K 0.08% 114
2017
Q3
$111K Sell
19,067
-188
-1% -$1.09K 0.08% 107
2017
Q2
$110K Sell
19,255
-263
-1% -$1.5K 0.09% 106
2017
Q1
$115K Buy
19,518
+939
+5% +$5.53K 0.09% 106
2016
Q4
$112K Buy
+18,579
New +$112K 0.1% 126