Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-910
Closed -$13K 1982
2018
Q4
$13K Hold
910
﹤0.01% 1452
2018
Q3
$15K Sell
910
-225
-20% -$3.71K ﹤0.01% 1525
2018
Q2
$18K Buy
+1,135
New +$18K ﹤0.01% 1492
2015
Q1
Sell
-51,540
Closed -$645K 936
2014
Q4
$645K Sell
51,540
-55,500
-52% -$695K 0.01% 607
2014
Q3
$1.48M Sell
107,040
-740
-0.7% -$10.2K 0.02% 456
2014
Q2
$1.79M Buy
107,780
+18,020
+20% +$299K 0.02% 415
2014
Q1
$1.27M Buy
+89,760
New +$1.27M 0.02% 513