Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,221
Closed -$39K 316
2018
Q4
$39K Sell
1,221
-594
-33% -$19K 0.02% 314
2018
Q3
$105K Sell
1,815
-130
-7% -$7.52K 0.04% 244
2018
Q2
$95K Buy
1,945
+600
+45% +$29.3K 0.04% 257
2018
Q1
$77K Hold
1,345
0.03% 272
2017
Q4
$69K Hold
1,345
0.03% 299
2017
Q3
$57K Buy
1,345
+845
+169% +$35.8K 0.02% 314
2017
Q2
$20K Hold
500
0.01% 428
2017
Q1
$26K Hold
500
0.01% 378
2016
Q4
$28K Hold
500
0.01% 368
2016
Q3
$25.2K Hold
500
0.01% 395
2016
Q2
$24.6K Hold
500
0.01% 387
2016
Q1
$26.9K Hold
500
0.01% 375
2015
Q4
$23.6K Buy
500
+235
+89% +$11.1K 0.01% 404
2015
Q3
$10.6K Sell
265
-125
-32% -$4.99K 0.01% 425
2015
Q2
$20.7K Buy
+390
New +$20.7K 0.01% 378