Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,416
Closed -$98K 841
2019
Q1
$98K Sell
1,416
-43
-3% -$2.98K ﹤0.01% 987
2018
Q4
$81K Sell
1,459
-364
-20% -$20.2K ﹤0.01% 1015
2018
Q3
$111K Buy
1,823
+342
+23% +$20.8K ﹤0.01% 1001
2018
Q2
$89K Buy
1,481
+63
+4% +$3.79K ﹤0.01% 1056
2018
Q1
$92K Hold
1,418
﹤0.01% 1064
2017
Q4
$101K Buy
+1,418
New +$101K ﹤0.01% 1045
2014
Q4
Sell
-27,122
Closed -$1.23M 931
2014
Q3
$1.23M Buy
27,122
+9,964
+58% +$453K 0.02% 529
2014
Q2
$965K Sell
17,158
-660
-4% -$37.1K 0.01% 614
2014
Q1
$983K Buy
17,818
+1,190
+7% +$65.7K 0.01% 585
2013
Q4
$984K Buy
+16,628
New +$984K 0.01% 573