Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-541
Closed -$10K 85
2019
Q1
$10K Hold
541
0.01% 81
2018
Q4
$10K Sell
541
-18
-3% -$333 0.01% 80
2018
Q3
$12K Sell
559
-130,387
-100% -$2.8M 0.01% 82
2018
Q2
$3.18M Buy
130,946
+1,002
+0.8% +$24.4K 2.73% 8
2018
Q1
$3.62M Buy
129,944
+224
+0.2% +$6.23K 3.13% 2
2017
Q4
$4.14M Buy
+129,720
New +$4.14M 3.59% 2