Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$226K Buy
3,495
+67
+2% +$4.33K ﹤0.01% 1217
2019
Q2
$222K Sell
3,428
-476
-12% -$30.8K ﹤0.01% 1216
2019
Q1
$246K Sell
3,904
-119
-3% -$7.5K ﹤0.01% 1153
2018
Q4
$248K Buy
4,023
+114
+3% +$7.03K ﹤0.01% 1102
2018
Q3
$273K Buy
3,909
+28
+0.7% +$1.96K ﹤0.01% 1105
2018
Q2
$240K Buy
+3,881
New +$240K ﹤0.01% 1153
2017
Q1
Sell
-10,231
Closed -$460K 1309
2016
Q4
$460K Sell
10,231
-23,419
-70% -$1.05M ﹤0.01% 1035
2016
Q3
$1.83M Buy
33,650
+7,837
+30% +$425K 0.01% 576
2016
Q2
$1.23M Buy
+25,813
New +$1.23M 0.01% 662