Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,200
Closed -$45K 4392
2020
Q1
$45K Buy
+1,200
New +$45K ﹤0.01% 2641
2018
Q2
Sell
-106
Closed -$7K 4463
2018
Q1
$7K Buy
+106
New +$7K ﹤0.01% 3581
2016
Q2
Sell
-27
Closed -$3K 3961
2016
Q1
$3K Hold
27
﹤0.01% 3654
2015
Q4
$2K Sell
27
-2,169
-99% -$161K ﹤0.01% 3756
2015
Q3
$226K Sell
2,196
-406
-16% -$41.8K ﹤0.01% 2001
2015
Q2
$323K Buy
2,602
+112
+4% +$13.9K ﹤0.01% 2013
2015
Q1
$326K Buy
2,490
+150
+6% +$19.6K ﹤0.01% 1962
2014
Q4
$244K Buy
2,340
+325
+16% +$33.9K ﹤0.01% 2052
2014
Q3
$363K Sell
2,015
-8
-0.4% -$1.44K ﹤0.01% 1856
2014
Q2
$425K Buy
2,023
+73
+4% +$15.3K ﹤0.01% 1817
2014
Q1
$440K Buy
1,950
+73
+4% +$16.5K ﹤0.01% 1688
2013
Q4
$607K Buy
+1,877
New +$607K ﹤0.01% 1477
2013
Q3
Sell
-160
Closed -$40K 3430
2013
Q2
$40K Buy
+160
New +$40K ﹤0.01% 2426