Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-606
Closed -$39K 316
2019
Q2
$39K Hold
606
0.01% 300
2019
Q1
$36K Hold
606
0.01% 261
2018
Q4
$25K Sell
606
-118
-16% -$4.87K 0.02% 273
2018
Q3
$52K Hold
724
0.03% 224
2018
Q2
$48K Hold
724
0.03% 243
2018
Q1
$37K Hold
724
0.02% 280
2017
Q4
$34K Hold
724
0.02% 307
2017
Q3
$34K Sell
724
-76
-10% -$3.57K 0.02% 300
2017
Q2
$35K Hold
800
0.02% 309
2017
Q1
$38K Sell
800
-1,239
-61% -$58.9K 0.03% 286
2016
Q4
$105K Hold
2,039
0.08% 187
2016
Q3
$105K Buy
2,039
+437
+27% +$22.5K 0.08% 184
2016
Q2
$96K Buy
+1,602
New +$96K 0.07% 196