Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$239K Sell
1,414
-244
-15% -$41.2K ﹤0.01% 1187
2019
Q2
$271K Buy
+1,658
New +$271K ﹤0.01% 1150
2016
Q4
Sell
-2,467
Closed -$347K 1630
2016
Q3
$347K Sell
2,467
-2,156
-47% -$303K ﹤0.01% 1128
2016
Q2
$649K Buy
4,623
+243
+6% +$34.1K ﹤0.01% 853
2016
Q1
$589K Sell
4,380
-290
-6% -$39K ﹤0.01% 871
2015
Q4
$546K Buy
+4,670
New +$546K ﹤0.01% 903
2014
Q2
Sell
-5,777
Closed -$577K 1706
2014
Q1
$577K Sell
5,777
-14
-0.2% -$1.4K ﹤0.01% 1253
2013
Q4
$556K Hold
5,791
﹤0.01% 1212
2013
Q3
$545K Sell
5,791
-652
-10% -$61.4K ﹤0.01% 1192
2013
Q2
$540K Buy
+6,443
New +$540K ﹤0.01% 1134