Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$230K Buy
22,958
+4,017
+21% +$40.2K 0.01% 878
2020
Q1
$179K Buy
+18,941
New +$179K 0.01% 875
2019
Q4
Sell
-11,447
Closed -$143K 975
2019
Q3
$143K Sell
11,447
-928
-7% -$11.6K ﹤0.01% 924
2019
Q2
$146K Buy
+12,375
New +$146K 0.01% 925
2014
Q1
Sell
-20,511
Closed -$653K 143
2013
Q4
$653K Sell
20,511
-308
-1% -$9.81K 0.05% 83
2013
Q3
$653K Buy
20,819
+1,163
+6% +$36.5K 0.07% 81
2013
Q2
$694K Buy
+19,656
New +$694K 0.07% 72