Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-352
Closed -$10K 926
2019
Q1
$10K Buy
+352
New +$10K ﹤0.01% 795
2015
Q3
Sell
-3,271
Closed -$76K 1246
2015
Q2
$76K Sell
3,271
-1,200
-27% -$27.9K ﹤0.01% 555
2015
Q1
$97K Hold
4,471
﹤0.01% 564
2014
Q4
$99K Hold
4,471
﹤0.01% 571
2014
Q3
$91K Hold
4,471
﹤0.01% 590
2014
Q2
$100K Hold
4,471
﹤0.01% 574
2014
Q1
$104K Hold
4,471
﹤0.01% 565
2013
Q4
$104K Sell
4,471
-290
-6% -$6.75K ﹤0.01% 579
2013
Q3
$98K Buy
4,761
+400
+9% +$8.23K ﹤0.01% 603
2013
Q2
$82K Buy
+4,361
New +$82K ﹤0.01% 1074