Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-33,300
Closed -$335K 1224
2020
Q1
$335K Buy
+33,300
New +$335K ﹤0.01% 950
2014
Q4
Sell
-9,865
Closed -$591K 1158
2014
Q3
$591K Sell
9,865
-777
-7% -$46.5K ﹤0.01% 973
2014
Q2
$687K Sell
10,642
-3,818
-26% -$246K ﹤0.01% 971
2014
Q1
$695K Hold
14,460
﹤0.01% 924
2013
Q4
$623K Sell
14,460
-3,980
-22% -$171K ﹤0.01% 967
2013
Q3
$671K Buy
18,440
+10,620
+136% +$386K 0.01% 918
2013
Q2
$291K Buy
+7,820
New +$291K ﹤0.01% 1203