Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$172K Sell
12,020
-1,500
-11% -$21.5K 0.02% 124
2019
Q1
$149K Hold
13,520
0.01% 120
2018
Q4
$74K Sell
13,520
-2,500
-16% -$13.7K 0.01% 302
2018
Q3
$136K Sell
16,020
-3,360
-17% -$28.5K 0.01% 329
2018
Q2
$254K Sell
19,380
-213,427
-92% -$2.8M 0.04% 101
2018
Q1
$3.7M Buy
232,807
+77,710
+50% +$1.23M 0.5% 15
2017
Q4
$2.27M Buy
155,097
+17
+0% +$248 0.15% 30
2017
Q3
$2.26M Buy
+155,080
New +$2.26M 0.2% 17