Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Hold
0
750
2019
Q3
Hold
0
764
2019
Q2
Sell
-78
Closed -$25K 800
2019
Q1
$25K Buy
+78
New +$25K ﹤0.01% 617
2017
Q4
Sell
-48
Closed -$10K 1067
2017
Q3
$10K Buy
48
+1
+2% +$208 ﹤0.01% 864
2017
Q2
$10K Hold
47
﹤0.01% 839
2017
Q1
$9K Sell
47
-30
-39% -$5.75K ﹤0.01% 860
2016
Q4
$12K Buy
77
+6
+8% +$935 ﹤0.01% 800
2016
Q3
$10K Hold
71
﹤0.01% 847
2016
Q2
$10K Buy
71
+46
+184% +$6.48K ﹤0.01% 837
2016
Q1
$3K Buy
+25
New +$3K ﹤0.01% 1036
2015
Q4
Sell
-27
Closed -$4K 1071
2015
Q3
$4K Hold
27
﹤0.01% 988
2015
Q2
$4K Buy
+27
New +$4K ﹤0.01% 995