Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,499
Closed -$32K 162
2018
Q4
$32K Buy
+1,499
New +$32K 0.01% 187
2015
Q2
Sell
-3,679
Closed -$217K 186
2015
Q1
$217K Hold
3,679
0.06% 161
2014
Q4
$244K Hold
3,679
0.07% 156
2014
Q3
$202K Sell
3,679
-150
-4% -$8.24K 0.07% 150
2014
Q2
$229K Buy
+3,829
New +$229K 0.07% 156