Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-14,340
Closed -$56K 925
2018
Q4
$56K Sell
14,340
-2,200
-13% -$8.59K 0.01% 791
2018
Q3
$76K Sell
16,540
-5,359
-24% -$24.6K 0.01% 854
2018
Q2
$101K Buy
21,899
+3,194
+17% +$14.7K 0.01% 807
2018
Q1
$136K Buy
18,705
+1,200
+7% +$8.73K 0.02% 731
2017
Q4
$113K Buy
17,505
+6,400
+58% +$41.3K 0.01% 782
2017
Q3
$73K Sell
11,105
-1,500
-12% -$9.86K 0.01% 790
2017
Q2
$69K Sell
12,605
-4,760
-27% -$26.1K 0.01% 787
2017
Q1
$100K Buy
17,365
+369
+2% +$2.13K 0.01% 773
2016
Q4
$83K Buy
16,996
+1,617
+11% +$7.9K 0.01% 756
2016
Q3
$94K Buy
+15,379
New +$94K 0.01% 755