Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-15,295
Closed -$328K 1314
2020
Q2
$328K Buy
+15,295
New +$328K ﹤0.01% 1009
2018
Q3
Sell
-7,786
Closed -$305K 1202
2018
Q2
$305K Buy
+7,786
New +$305K ﹤0.01% 1071
2017
Q2
Sell
-6,317
Closed -$205K 1214
2017
Q1
$205K Hold
6,317
﹤0.01% 1127
2016
Q4
$244K Buy
+6,317
New +$244K ﹤0.01% 1114
2014
Q3
Sell
-3,335
Closed -$258K 1210
2014
Q2
$258K Buy
+3,335
New +$258K ﹤0.01% 1099
2014
Q1
Sell
-4,180
Closed -$276K 1263
2013
Q4
$276K Buy
+4,180
New +$276K ﹤0.01% 1103
2013
Q3
Sell
-34,571
Closed -$1.19M 1307
2013
Q2
$1.19M Buy
+34,571
New +$1.19M 0.01% 858