Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$517K Sell
1,746
-77
-4% -$22.8K 0.07% 169
2019
Q3
$453K Buy
1,823
+598
+49% +$149K 0.06% 174
2019
Q2
$255K Buy
+1,225
New +$255K 0.04% 230
2014
Q4
Sell
-3,778
Closed -$373K 293
2014
Q3
$373K Sell
3,778
-325
-8% -$32.1K 0.07% 206
2014
Q2
$383K Sell
4,103
-1,386
-25% -$129K 0.07% 207
2014
Q1
$512K Buy
5,489
+353
+7% +$32.9K 0.11% 170
2013
Q4
$481K Sell
5,136
-567
-10% -$53.1K 0.11% 188
2013
Q3
$563K Sell
5,703
-12,491
-69% -$1.23M 0.14% 164
2013
Q2
$1.44M Buy
+18,194
New +$1.44M 0.08% 161