Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-10,300
Closed -$240K 239
2020
Q2
$240K Hold
10,300
0.06% 217
2020
Q1
$251K Buy
+10,300
New +$251K 0.08% 189
2014
Q4
Sell
-23,420
Closed -$842K 238
2014
Q3
$842K Buy
23,420
+205
+0.9% +$7.37K 0.32% 95
2014
Q2
$1M Buy
23,215
+8,327
+56% +$359K 0.39% 77
2014
Q1
$403K Sell
14,888
-2,991
-17% -$80.9K 0.17% 151
2013
Q4
$711K Buy
17,879
+1,453
+9% +$57.8K 0.3% 97
2013
Q3
$565K Buy
16,426
+9,251
+129% +$318K 0.26% 108
2013
Q2
$245K Buy
+7,175
New +$245K 0.13% 169