Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,540
Closed -$70K 202
2018
Q4
$70K Hold
1,540
0.03% 249
2018
Q3
$72K Hold
1,540
0.03% 279
2018
Q2
$66K Hold
1,540
0.03% 288
2018
Q1
$67K Hold
1,540
0.03% 289
2017
Q4
$68K Hold
1,540
0.03% 303
2017
Q3
$63K Hold
1,540
0.03% 301
2017
Q2
$62K Hold
1,540
0.03% 298
2017
Q1
$56K Hold
1,540
0.02% 302
2016
Q4
$54K Hold
1,540
0.02% 301
2016
Q3
$55.1K Sell
1,540
-2,000
-56% -$71.6K 0.03% 304
2016
Q2
$128K Hold
3,540
0.06% 213
2016
Q1
$112K Hold
3,540
0.05% 219
2015
Q4
$106K Hold
3,540
0.05% 230
2015
Q3
$103K Hold
3,540
0.05% 228
2015
Q2
$110K Buy
+3,540
New +$110K 0.05% 225