Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-280
Closed -$23K 469
2019
Q1
$23K Hold
280
0.01% 259
2018
Q4
$19K Hold
280
0.01% 230
2018
Q3
$22K Hold
280
0.01% 208
2018
Q2
$20K Hold
280
0.01% 231
2018
Q1
$21K Sell
280
-45
-14% -$3.38K 0.01% 249
2017
Q4
$24K Buy
325
+45
+16% +$3.32K 0.01% 178
2017
Q3
$18K Hold
280
0.01% 128
2017
Q2
$17K Hold
280
0.01% 126
2017
Q1
$15K Hold
280
0.01% 129
2016
Q4
$14K Hold
280
0.01% 141
2016
Q3
$13K Sell
280
-151
-35% -$7.01K 0.01% 148
2016
Q2
$20K Hold
431
0.01% 130
2016
Q1
$22K Sell
431
-749
-63% -$38.2K 0.02% 122
2015
Q4
$63K Hold
1,180
0.05% 91
2015
Q3
$62K Hold
1,180
0.05% 93
2015
Q2
$65K Hold
1,180
0.05% 74
2015
Q1
$62K Hold
1,180
0.05% 73
2014
Q4
$62K Hold
1,180
0.05% 82
2014
Q3
$59K Hold
1,180
0.04% 103
2014
Q2
$62K Hold
1,180
0.05% 103
2014
Q1
$61K Hold
1,180
0.05% 106
2013
Q4
$62K Buy
+1,180
New +$62K 0.05% 92