Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-950
Closed -$54K 324
2018
Q4
$54K Buy
950
+39
+4% +$2.22K 0.03% 274
2018
Q3
$64K Sell
911
-127
-12% -$8.92K 0.02% 291
2018
Q2
$67K Sell
1,038
-150
-13% -$9.68K 0.03% 287
2018
Q1
$77K Hold
1,188
0.03% 273
2017
Q4
$72K Buy
1,188
+18
+2% +$1.09K 0.03% 291
2017
Q3
$69K Hold
1,170
0.03% 294
2017
Q2
$66K Sell
1,170
-36
-3% -$2.03K 0.03% 293
2017
Q1
$61K Hold
1,206
0.03% 290
2016
Q4
$56K Buy
1,206
+172
+17% +$7.99K 0.03% 297
2016
Q3
$42.2K Buy
+1,034
New +$42.2K 0.02% 334