Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,859
Closed -$70K 174
2019
Q3
$70K Buy
1,859
+217
+13% +$8.17K 0.04% 194
2019
Q2
$67K Hold
1,642
0.04% 197
2019
Q1
$70K Sell
1,642
-24
-1% -$1.02K 0.05% 183
2018
Q4
$61K Sell
1,666
-25
-1% -$915 0.04% 176
2018
Q3
$74K Buy
+1,691
New +$74K 0.05% 166
2018
Q2
Sell
-673
Closed -$25K 156
2018
Q1
$25K Sell
673
-10
-1% -$371 0.02% 255
2017
Q4
$26K Buy
+683
New +$26K 0.02% 233