Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,010
Closed -$380K 320
2019
Q4
$380K Buy
+4,010
New +$380K 0.03% 272
2016
Q4
Sell
-3,750
Closed -$210K 330
2016
Q3
$210K Buy
+3,750
New +$210K 0.02% 310
2014
Q2
Sell
-12,763
Closed -$751K 381
2014
Q1
$751K Buy
12,763
+877
+7% +$51.6K 0.07% 206
2013
Q4
$599K Sell
11,886
-3,785
-24% -$191K 0.06% 233
2013
Q3
$768K Buy
15,671
+786
+5% +$38.5K 0.08% 187
2013
Q2
$565K Buy
+14,885
New +$565K 0.06% 217