Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-213
Closed -$10K 230
2019
Q1
$10K Hold
213
﹤0.01% 497
2018
Q4
$9K Hold
213
﹤0.01% 499
2018
Q3
$9K Hold
213
﹤0.01% 546
2018
Q2
$10K Hold
213
﹤0.01% 526
2018
Q1
$8K Hold
213
﹤0.01% 609
2017
Q4
$9K Hold
213
﹤0.01% 619
2017
Q3
$8K Sell
213
-353
-62% -$13.3K ﹤0.01% 597
2017
Q2
$18K Hold
566
﹤0.01% 490
2017
Q1
$18K Buy
566
+62
+12% +$1.97K ﹤0.01% 513
2016
Q4
$16K Hold
504
﹤0.01% 514
2016
Q3
$16K Hold
504
﹤0.01% 505
2016
Q2
$13K Hold
504
﹤0.01% 535
2016
Q1
$12K Buy
504
+224
+80% +$5.33K ﹤0.01% 568
2015
Q4
$6K Hold
280
﹤0.01% 637
2015
Q3
$8K Sell
280
-770
-73% -$22K ﹤0.01% 638
2015
Q2
$38K Sell
1,050
-58
-5% -$2.1K 0.01% 471
2015
Q1
$44K Sell
1,108
-431
-28% -$17.1K 0.01% 458
2014
Q4
$62K Buy
1,539
+431
+39% +$17.4K 0.02% 422
2014
Q3
$55K Hold
1,108
0.02% 445
2014
Q2
$64K Sell
1,108
-1,774
-62% -$102K 0.01% 439
2014
Q1
$165K Buy
+2,882
New +$165K 0.03% 264