Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-920
Closed -$53K 216
2019
Q1
$53K Hold
920
0.04% 190
2018
Q4
$44K Buy
920
+25
+3% +$1.2K 0.03% 213
2018
Q3
$55K Sell
895
-425
-32% -$26.1K 0.04% 186
2018
Q2
$69K Hold
1,320
0.05% 197
2018
Q1
$65K Hold
1,320
0.04% 212
2017
Q4
$70K Hold
1,320
0.05% 195
2017
Q3
$58K Sell
1,320
-25
-2% -$1.1K 0.04% 235
2017
Q2
$54K Sell
1,345
-15
-1% -$602 0.04% 238
2017
Q1
$56K Hold
1,360
0.05% 222
2016
Q4
$52K Buy
+1,360
New +$52K 0.05% 259