Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,350
Closed -$36K 1384
2019
Q1
$36K Hold
1,350
0.01% 1057
2018
Q4
$35K Sell
1,350
-2,240
-62% -$58.1K 0.01% 1026
2018
Q3
$155K Sell
3,590
-888
-20% -$38.3K 0.03% 595
2018
Q2
$194K Sell
4,478
-660
-13% -$28.6K 0.03% 500
2018
Q1
$189K Sell
5,138
-663
-11% -$24.4K 0.03% 500
2017
Q4
$209K Buy
+5,801
New +$209K 0.04% 474