Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,214
Closed -$87K 139
2019
Q2
$87K Hold
2,214
0.09% 83
2019
Q1
$82K Sell
2,214
-1,600
-42% -$59.3K 0.08% 88
2018
Q4
$107K Hold
3,814
0.12% 80
2018
Q3
$126K Sell
3,814
-125
-3% -$4.13K 0.12% 71
2018
Q2
$143K Hold
3,939
0.14% 68
2018
Q1
$159K Sell
3,939
-241
-6% -$9.73K 0.16% 67
2017
Q4
$158K Buy
+4,180
New +$158K 0.15% 70