Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-17,981
Closed -$83K 1182
2019
Q1
$83K Sell
17,981
-7,737
-30% -$35.7K ﹤0.01% 1133
2018
Q4
$124K Buy
25,718
+1,869
+8% +$9.01K ﹤0.01% 1038
2018
Q3
$168K Buy
+23,849
New +$168K ﹤0.01% 1080
2015
Q1
Sell
-21,421
Closed -$194K 829
2014
Q4
$194K Sell
21,421
-31,428
-59% -$285K 0.01% 724
2014
Q3
$613K Sell
52,849
-46,118
-47% -$535K 0.03% 443
2014
Q2
$1.16M Sell
98,967
-39,109
-28% -$460K 0.06% 297
2014
Q1
$1.49M Sell
138,076
-9,297
-6% -$100K 0.08% 258
2013
Q4
$1.49M Sell
147,373
-14,092
-9% -$142K 0.07% 259
2013
Q3
$1.54M Sell
161,465
-2,474
-2% -$23.6K 0.08% 237
2013
Q2
$1.48M Buy
+163,939
New +$1.48M 0.08% 213