Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-2,300
Closed -$151K 140
2019
Q3
$151K Buy
2,300
+200
+10% +$13.1K 0.01% 152
2019
Q2
$130K Buy
2,100
+200
+11% +$12.4K 0.01% 153
2019
Q1
$103K Hold
1,900
﹤0.01% 157
2018
Q4
$110K Hold
1,900
0.01% 153
2018
Q3
$125K Buy
1,900
+350
+23% +$23K ﹤0.01% 162
2018
Q2
$103K Hold
1,550
﹤0.01% 164
2018
Q1
$103K Hold
1,550
﹤0.01% 163
2017
Q4
$102K Sell
1,550
-1,000
-39% -$65.8K 0.01% 165
2017
Q3
$164K Hold
2,550
0.01% 161
2017
Q2
$163K Buy
2,550
+700
+38% +$44.7K 0.01% 163
2017
Q1
$114K Buy
+1,850
New +$114K 0.01% 176