Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-1
Closed -$5K 67
2019
Q3
$5K Buy
+1
New +$5K 0.01% 84
2019
Q2
Sell
-5
Closed 312
2019
Q1
$0 Sell
5
-1,435
-100% ﹤0.01% 294
2018
Q4
$68K Buy
1,440
+1,025
+247% +$48.4K 0.03% 147
2018
Q3
$20K Sell
415
-10
-2% -$482 0.01% 175
2018
Q2
$21K Sell
425
-1,400
-77% -$69.2K 0.01% 224
2018
Q1
$95K Buy
1,825
+10
+0.6% +$521 0.05% 115
2017
Q4
$84K Hold
1,815
0.05% 110
2017
Q3
$69K Hold
1,815
0.04% 109
2017
Q2
$61K Hold
1,815
0.04% 124
2017
Q1
$65K Buy
1,815
+267
+17% +$9.56K 0.05% 103
2016
Q4
$56K Sell
1,548
-267
-15% -$9.66K 0.06% 71
2016
Q3
$69K Hold
1,815
0.06% 70
2016
Q2
$60K Hold
1,815
0.06% 87
2016
Q1
$59K Buy
+1,815
New +$59K 0.06% 75
2015
Q4
Sell
-1,810
Closed -$63K 84
2015
Q3
$63K Sell
1,810
-5
-0.3% -$174 0.06% 66
2015
Q2
$55K Buy
1,815
+5
+0.3% +$152 0.04% 78
2015
Q1
$57K Buy
1,810
+153
+9% +$4.82K 0.07% 57
2014
Q4
$60K Buy
+1,657
New +$60K 0.05% 69