Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,745
Closed -$134K 180
2019
Q1
$134K Sell
1,745
-267
-13% -$20.5K 0.09% 98
2018
Q4
$129K Buy
2,012
+922
+85% +$59.1K 0.1% 95
2018
Q3
$82K Buy
1,090
+23
+2% +$1.73K 0.05% 138
2018
Q2
$83K Hold
1,067
0.05% 155
2018
Q1
$71K Hold
1,067
0.05% 197
2017
Q4
$88K Sell
1,067
-28
-3% -$2.31K 0.06% 145
2017
Q3
$85K Buy
1,095
+403
+58% +$31.3K 0.06% 158
2017
Q2
$44K Buy
+692
New +$44K 0.04% 276