Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-437
Closed -$25K 461
2019
Q1
$25K Hold
437
0.01% 411
2018
Q4
$23K Buy
437
+84
+24% +$4.42K 0.01% 414
2018
Q3
$22K Hold
353
0.01% 427
2018
Q2
$22K Hold
353
0.01% 451
2018
Q1
$22K Sell
353
-350
-50% -$21.8K 0.01% 419
2017
Q4
$45K Sell
703
-1,935
-73% -$124K 0.02% 341
2017
Q3
$148K Buy
2,638
+21
+0.8% +$1.18K 0.06% 220
2017
Q2
$151K Hold
2,617
0.06% 212
2017
Q1
$156K Sell
2,617
-82
-3% -$4.89K 0.07% 202
2016
Q4
$161K Sell
2,699
-42
-2% -$2.51K 0.07% 196
2016
Q3
$136K Sell
2,741
-84
-3% -$4.17K 0.06% 214
2016
Q2
$140K Sell
2,825
-164
-5% -$8.13K 0.07% 188
2016
Q1
$141K Buy
2,989
+162
+6% +$7.64K 0.07% 181
2015
Q4
$113K Buy
+2,827
New +$113K 0.05% 205