Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-770
Closed -$31K 425
2018
Q4
$31K Buy
+770
New +$31K ﹤0.01% 464
2016
Q3
Sell
-1,200
Closed -$33K 608
2016
Q2
$33K Sell
1,200
-75
-6% -$2.06K 0.01% 335
2016
Q1
$35K Sell
1,275
-382
-23% -$10.5K 0.01% 363
2015
Q4
$58K Sell
1,657
-250
-13% -$8.75K 0.01% 293
2015
Q3
$65K Hold
1,907
0.01% 274
2015
Q2
$76K Sell
1,907
-20
-1% -$797 0.01% 259
2015
Q1
$72K Sell
1,927
-45
-2% -$1.68K 0.01% 255
2014
Q4
$80K Sell
1,972
-633
-24% -$25.7K 0.01% 239
2014
Q3
$114K Hold
2,605
0.02% 200
2014
Q2
$114K Buy
2,605
+633
+32% +$27.7K 0.02% 202
2014
Q1
$86K Hold
1,972
0.01% 210
2013
Q4
$94K Sell
1,972
-91
-4% -$4.34K 0.02% 200
2013
Q3
$96K Sell
2,063
-249
-11% -$11.6K 0.02% 188
2013
Q2
$104K Buy
+2,312
New +$104K 0.02% 176