Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,170
Closed -$225K 288
2020
Q2
$225K Buy
+1,170
New +$225K 0.02% 263
2019
Q1
Sell
-7,030
Closed -$801K 336
2018
Q4
$801K Buy
7,030
+3,700
+111% +$422K 0.07% 170
2018
Q3
$384K Buy
+3,330
New +$384K 0.03% 274
2014
Q1
Sell
-6,525
Closed -$307K 363
2013
Q4
$307K Sell
6,525
-25
-0.4% -$1.18K 0.03% 291
2013
Q3
$346K Buy
6,550
+650
+11% +$34.3K 0.04% 264
2013
Q2
$266K Buy
+5,900
New +$266K 0.03% 284