Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-126
Closed -$1K 804
2019
Q2
$1K Buy
+126
New +$1K ﹤0.01% 1745
2019
Q1
Sell
-1,926
Closed -$21K 1725
2018
Q4
$21K Buy
1,926
+485
+34% +$5.29K 0.01% 522
2018
Q3
$19K Sell
1,441
-2,098
-59% -$27.7K 0.01% 609
2018
Q2
$51K Sell
3,539
-26
-0.7% -$375 0.02% 349
2018
Q1
$60K Sell
3,565
-74
-2% -$1.25K 0.02% 297
2017
Q4
$67K Buy
3,639
+125
+4% +$2.3K 0.02% 284
2017
Q3
$65K Sell
3,514
-28
-0.8% -$518 0.03% 326
2017
Q2
$66K Sell
3,542
-447
-11% -$8.33K 0.03% 330
2017
Q1
$68K Buy
3,989
+2,619
+191% +$44.6K 0.03% 320
2016
Q4
$19K Buy
1,370
+328
+31% +$4.55K 0.01% 457
2016
Q3
$13K Hold
1,042
0.01% 521
2016
Q2
$11K Buy
1,042
+551
+112% +$5.82K 0.01% 539
2016
Q1
$6K Sell
491
-99
-17% -$1.21K 0.01% 489
2015
Q4
$8K Buy
+590
New +$8K 0.01% 310