Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-47
Closed -$2K 569
2019
Q1
$2K Buy
+47
New +$2K ﹤0.01% 655
2018
Q1
Sell
-1,250
Closed -$50K 699
2017
Q4
$50K Sell
1,250
-2,856
-70% -$114K 0.02% 326
2017
Q3
$153K Buy
4,106
+1,115
+37% +$41.5K 0.06% 215
2017
Q2
$104K Hold
2,991
0.04% 244
2017
Q1
$99K Sell
2,991
-41
-1% -$1.36K 0.04% 254
2016
Q4
$88K Sell
3,032
-352
-10% -$10.2K 0.04% 271
2016
Q3
$104K Hold
3,384
0.05% 257
2016
Q2
$89K Hold
3,384
0.04% 269
2016
Q1
$88K Sell
3,384
-149
-4% -$3.88K 0.04% 263
2015
Q4
$80K Buy
+3,533
New +$80K 0.04% 251