Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-8,794
Closed -$307K 91
2019
Q2
$307K Sell
8,794
-577
-6% -$20.1K 0.02% 72
2019
Q1
$277K Sell
9,371
-778
-8% -$23K 0.02% 77
2018
Q4
$236K Buy
10,149
+1,549
+18% +$36K 0.02% 80
2018
Q3
$168K Sell
8,600
-2,000
-19% -$39.1K 0.01% 87
2018
Q2
$246K Sell
10,600
-800
-7% -$18.6K 0.02% 84
2018
Q1
$243K Buy
11,400
+3,000
+36% +$63.9K 0.02% 92
2017
Q4
$178K Buy
+8,400
New +$178K 0.01% 96