Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,471
Closed -$41K 595
2019
Q1
$41K Sell
1,471
-600
-29% -$16.7K 0.02% 466
2018
Q4
$48K Sell
2,071
-4,523
-69% -$105K 0.02% 527
2018
Q3
$180K Sell
6,594
-238
-3% -$6.5K 0.06% 494
2018
Q2
$390K Buy
6,832
+1,063
+18% +$60.7K 0.09% 398
2018
Q1
$419K Buy
5,769
+2,686
+87% +$195K 0.09% 384
2017
Q4
$228K Buy
+3,083
New +$228K 0.04% 548