Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-864
Closed -$33K 144
2019
Q3
$33K Sell
864
-7,641
-90% -$292K 0.02% 215
2019
Q2
$349K Hold
8,505
0.28% 71
2019
Q1
$366K Sell
8,505
-125
-1% -$5.38K 0.31% 66
2018
Q4
$317K Sell
8,630
-130
-1% -$4.78K 0.29% 66
2018
Q3
$386K Sell
8,760
-313
-3% -$13.8K 0.32% 60
2018
Q2
$390K Buy
+9,073
New +$390K 0.33% 59