Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,307
Closed -$62.5K 2191
2018
Q4
$62.5K Buy
1,307
+1
+0.1% +$48 0.01% 520
2018
Q3
$50.8K Hold
1,306
0.01% 790
2018
Q2
$50.3K Buy
1,306
+5
+0.4% +$193 0.01% 773
2018
Q1
$49K Buy
+1,301
New +$49K 0.01% 776
2017
Q1
Sell
-2,851
Closed -$209K 409
2016
Q4
$209K Buy
2,851
+84
+3% +$6.16K 0.04% 362
2016
Q3
$200K Buy
+2,767
New +$200K 0.04% 351