Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,008
Closed -$245K 307
2020
Q1
$245K Sell
8,008
-500
-6% -$15.3K 0.02% 263
2019
Q4
$433K Buy
8,508
+781
+10% +$39.7K 0.03% 264
2019
Q3
$365K Buy
+7,727
New +$365K 0.03% 267
2013
Q3
Sell
-17,391
Closed -$709K 329
2013
Q2
$709K Buy
+17,391
New +$709K 0.08% 183