Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-60,832
Closed -$133K 1471
2019
Q1
$133K Buy
60,832
+12,799
+27% +$28K ﹤0.01% 1261
2018
Q4
$94K Buy
48,033
+33,313
+226% +$65.2K ﹤0.01% 1185
2018
Q3
$58K Hold
14,720
﹤0.01% 1323
2018
Q2
$56K Hold
14,720
﹤0.01% 1217
2018
Q1
$136K Buy
14,720
+3,636
+33% +$33.6K ﹤0.01% 1161
2017
Q4
$131K Buy
11,084
+4,832
+77% +$57.1K ﹤0.01% 1165
2017
Q3
$78K Buy
6,252
+3,610
+137% +$45K ﹤0.01% 1206
2017
Q2
$36K Hold
2,642
﹤0.01% 1255
2017
Q1
$60K Buy
2,642
+2,040
+339% +$46.3K ﹤0.01% 1280
2016
Q4
$42K Hold
602
﹤0.01% 1279
2016
Q3
$116K Buy
602
+174
+41% +$33.5K ﹤0.01% 1215
2016
Q2
$101K Hold
428
﹤0.01% 1162
2016
Q1
$46K Hold
428
﹤0.01% 1197
2015
Q4
$106K Buy
428
+385
+895% +$95.4K ﹤0.01% 1112
2015
Q3
$30K Hold
43
﹤0.01% 1274
2015
Q2
$56K Hold
43
﹤0.01% 1307
2015
Q1
$52K Hold
43
﹤0.01% 1272
2014
Q4
$82K Buy
+43
New +$82K ﹤0.01% 1333