Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-2,547
Closed -$103K 531
2018
Q4
$103K Sell
2,547
-50
-2% -$2.02K 0.02% 481
2018
Q3
$103K Sell
2,597
-953
-27% -$37.8K 0.01% 563
2018
Q2
$71K Sell
3,550
-650
-15% -$13K 0.01% 545
2018
Q1
$75K Hold
4,200
0.01% 560
2017
Q4
$67K Hold
4,200
0.01% 554
2017
Q3
$64K Hold
4,200
0.01% 523
2017
Q2
$54K Buy
4,200
+1,950
+87% +$25.1K 0.01% 496
2017
Q1
$45K Sell
2,250
-47
-2% -$940 0.01% 500
2016
Q4
$56K Hold
2,297
0.01% 523
2016
Q3
$71K Sell
2,297
-303
-12% -$9.37K 0.01% 520
2016
Q2
$40K Hold
2,600
0.01% 501
2016
Q1
$49K Hold
2,600
0.01% 496
2015
Q4
$44K Buy
2,600
+1,517
+140% +$25.7K 0.01% 486
2015
Q3
$23K Sell
1,083
-73
-6% -$1.55K ﹤0.01% 499
2015
Q2
$40K Sell
1,156
-100
-8% -$3.46K 0.01% 514
2015
Q1
$59K Hold
1,256
0.01% 494
2014
Q4
$43K Buy
+1,256
New +$43K 0.01% 498
2014
Q2
Sell
-1,085
Closed -$19K 540
2014
Q1
$19K Buy
+1,085
New +$19K ﹤0.01% 375