Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-370
Closed -$14K 327
2019
Q1
$14K Hold
370
0.01% 466
2018
Q4
$12K Buy
370
+60
+19% +$1.95K 0.01% 470
2018
Q3
$14K Hold
310
0.01% 471
2018
Q2
$15K Hold
310
0.01% 487
2018
Q1
$18K Sell
310
-300
-49% -$17.4K 0.01% 445
2017
Q4
$32K Sell
610
-1,067
-64% -$56K 0.01% 384
2017
Q3
$71K Buy
1,677
+43
+3% +$1.82K 0.03% 291
2017
Q2
$75K Sell
1,634
-75
-4% -$3.44K 0.03% 271
2017
Q1
$90K Sell
1,709
-75
-4% -$3.95K 0.04% 266
2016
Q4
$94K Sell
1,784
-88
-5% -$4.64K 0.04% 264
2016
Q3
$96K Sell
1,872
-154
-8% -$7.9K 0.04% 263
2016
Q2
$100K Buy
2,026
+151
+8% +$7.45K 0.05% 252
2016
Q1
$100K Buy
1,875
+142
+8% +$7.57K 0.05% 233
2015
Q4
$81K Buy
+1,733
New +$81K 0.04% 245