Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-540
Closed -$29K 339
2019
Q1
$29K Buy
540
+49
+10% +$2.63K ﹤0.01% 399
2018
Q4
$24K Sell
491
-5
-1% -$244 ﹤0.01% 419
2018
Q3
$24K Buy
496
+49
+11% +$2.37K ﹤0.01% 462
2018
Q2
$23K Hold
447
﹤0.01% 463
2018
Q1
$22K Sell
447
-60
-12% -$2.95K ﹤0.01% 502
2017
Q4
$23K Sell
507
-2,340
-82% -$106K ﹤0.01% 533
2017
Q3
$145K Buy
2,847
+2,560
+892% +$130K 0.02% 257
2017
Q2
$15K Hold
287
﹤0.01% 512
2017
Q1
$15K Sell
287
-800
-74% -$41.8K ﹤0.01% 541
2016
Q4
$52K Sell
1,087
-1,680
-61% -$80.4K 0.01% 386
2016
Q3
$149K Buy
2,767
+2,480
+864% +$134K 0.04% 217
2016
Q2
$16K Hold
287
﹤0.01% 516
2016
Q1
$15K Sell
287
-672
-70% -$35.1K ﹤0.01% 537
2015
Q4
$48K Buy
959
+416
+77% +$20.8K 0.01% 392
2015
Q3
$26K Sell
543
-961
-64% -$46K 0.01% 490
2015
Q2
$78K Sell
1,504
-5,024
-77% -$261K 0.02% 342
2015
Q1
$377K Buy
6,528
+594
+10% +$34.3K 0.09% 138
2014
Q4
$317K Buy
5,934
+526
+10% +$28.1K 0.08% 167
2014
Q3
$311K Sell
5,408
-1,560
-22% -$89.7K 0.1% 163
2014
Q2
$466K Buy
6,968
+80
+1% +$5.35K 0.09% 145
2014
Q1
$460K Buy
+6,888
New +$460K 0.1% 139