Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,692
Closed -$207K 933
2019
Q1
$207K Sell
1,692
-460
-21% -$56.3K 0.01% 778
2018
Q4
$200K Sell
2,152
-9
-0.4% -$836 0.01% 741
2018
Q3
$313K Buy
2,161
+156
+8% +$22.6K 0.02% 612
2018
Q2
$300K Buy
2,005
+373
+23% +$55.8K 0.02% 621
2018
Q1
$248K Sell
1,632
-60
-4% -$9.12K 0.02% 596
2017
Q4
$232K Sell
1,692
-81
-5% -$11.1K 0.02% 636
2017
Q3
$224K Buy
+1,773
New +$224K 0.02% 648