Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$1.37M Buy
+83,929
New +$1.37M 0.07% 335
2014
Q4
Sell
-43,770
Closed -$621K 579
2014
Q3
$621K Buy
43,770
+2,710
+7% +$38.4K 0.03% 319
2014
Q2
$638K Sell
41,060
-480
-1% -$7.46K 0.03% 324
2014
Q1
$593K Buy
41,540
+4,655
+13% +$66.5K 0.03% 319
2013
Q4
$535K Buy
36,885
+18,395
+99% +$267K 0.03% 335
2013
Q3
$246K Sell
18,490
-460
-2% -$6.12K 0.01% 482
2013
Q2
$227K Buy
+18,950
New +$227K 0.01% 482