Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,856
Closed -$233K 350
2019
Q2
$233K Sell
1,856
-364
-16% -$45.7K 0.01% 214
2019
Q1
$277K Buy
+2,220
New +$277K 0.09% 250
2016
Q3
Hold
0
287
2016
Q2
Hold
0
332
2016
Q1
Sell
-4,809
Closed -$283K 367
2015
Q4
$283K Buy
+4,809
New +$283K 0.01% 109
2015
Q3
Hold
0
396
2015
Q2
Sell
-4,540
Closed -$269K 434
2015
Q1
$269K Buy
+4,540
New +$269K 0.01% 112
2014
Q4
Hold
0
485
2014
Q3
Hold
0
515
2014
Q2
Hold
0
325