Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,208
Closed -$256K 347
2019
Q4
$256K Buy
+10,208
New +$256K 0.02% 291
2015
Q1
Sell
-12,478
Closed -$818K 404
2014
Q4
$818K Sell
12,478
-6,236
-33% -$409K 0.05% 222
2014
Q3
$1.42M Buy
18,714
+10,514
+128% +$800K 0.08% 200
2014
Q2
$700K Buy
+8,200
New +$700K 0.03% 293