Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-2,565
Closed -$71K 391
2018
Q4
$71K Buy
2,565
+55
+2% +$1.52K 0.03% 247
2018
Q3
$73K Hold
2,510
0.03% 278
2018
Q2
$71K Hold
2,510
0.03% 278
2018
Q1
$60K Hold
2,510
0.02% 303
2017
Q4
$69K Sell
2,510
-5,613
-69% -$154K 0.03% 300
2017
Q3
$163K Sell
8,123
-419
-5% -$8.41K 0.07% 209
2017
Q2
$206K Sell
8,542
-3,215
-27% -$77.5K 0.08% 191
2017
Q1
$351K Sell
11,757
-435
-4% -$13K 0.15% 136
2016
Q4
$407K Buy
+12,192
New +$407K 0.18% 120