Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,300
Closed -$71.2K 1109
2018
Q4
$71.2K Hold
1,300
0.01% 371
2018
Q3
$95.3K Sell
1,300
-990
-43% -$72.5K 0.01% 355
2018
Q2
$180K Sell
2,290
-1,417
-38% -$111K 0.02% 262
2018
Q1
$295K Sell
3,707
-2,965
-44% -$236K 0.04% 206
2017
Q4
$604K Buy
6,672
+327
+5% +$29.6K 0.07% 141
2017
Q3
$589K Buy
+6,345
New +$589K 0.08% 140