Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-3,754
Closed -$77K 422
2018
Q4
$77K Sell
3,754
-264
-7% -$5.42K 0.01% 357
2018
Q3
$103K Hold
4,018
0.01% 351
2018
Q2
$91K Hold
4,018
0.01% 365
2018
Q1
$88K Buy
4,018
+534
+15% +$11.7K 0.01% 374
2017
Q4
$73K Sell
3,484
-275
-7% -$5.76K 0.01% 407
2017
Q3
$75K Buy
3,759
+2,460
+189% +$49.1K 0.01% 383
2017
Q2
$23K Hold
1,299
﹤0.01% 497
2017
Q1
$23K Buy
1,299
+650
+100% +$11.5K ﹤0.01% 504
2016
Q4
$9K Sell
649
-3,838
-86% -$53.2K ﹤0.01% 503
2016
Q3
$69K Buy
4,487
+119
+3% +$1.83K 0.01% 288
2016
Q2
$55K Hold
4,368
0.01% 294
2016
Q1
$54K Sell
4,368
-400
-8% -$4.95K 0.01% 315
2015
Q4
$56K Sell
4,768
-6,156
-56% -$72.3K 0.01% 298
2015
Q3
$127K Hold
10,924
0.02% 215
2015
Q2
$149K Buy
10,924
+9,290
+569% +$127K 0.03% 199
2015
Q1
$23K Buy
1,634
+205
+14% +$2.89K ﹤0.01% 389
2014
Q4
$26K Hold
1,429
﹤0.01% 375
2014
Q3
$23K Hold
1,429
﹤0.01% 349
2014
Q2
$22K Hold
1,429
﹤0.01% 366
2014
Q1
$21K Hold
1,429
﹤0.01% 357
2013
Q4
$18K Buy
1,429
+220
+18% +$2.77K ﹤0.01% 388
2013
Q3
$12K Sell
1,209
-1,768
-59% -$17.5K ﹤0.01% 345
2013
Q2
$33K Buy
+2,977
New +$33K 0.01% 250