Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-482
Closed -$145K 228
2018
Q4
$145K Buy
482
+10
+2% +$3.01K 0.07% 192
2018
Q3
$167K Hold
472
0.06% 205
2018
Q2
$137K Hold
472
0.05% 216
2018
Q1
$129K Hold
472
0.05% 219
2017
Q4
$150K Buy
472
+10
+2% +$3.18K 0.06% 214
2017
Q3
$145K Hold
462
0.06% 220
2017
Q2
$133K Sell
462
-43
-9% -$12.4K 0.05% 230
2017
Q1
$136K Hold
505
0.06% 215
2016
Q4
$140K Sell
505
-30
-6% -$8.32K 0.06% 210
2016
Q3
$157K Sell
535
-15
-3% -$4.41K 0.07% 193
2016
Q2
$133K Sell
550
-40
-7% -$9.67K 0.06% 211
2016
Q1
$154K Hold
590
0.07% 188
2015
Q4
$181K Sell
590
-103
-15% -$31.6K 0.09% 168
2015
Q3
$202K Hold
693
0.1% 162
2015
Q2
$280K Hold
693
0.13% 146
2015
Q1
$293K Sell
693
-45
-6% -$19K 0.15% 142
2014
Q4
$250K Buy
+738
New +$250K 0.12% 154