Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-15,200
Closed -$29K 3453
2019
Q4
$29K Sell
15,200
-16
-0.1% -$31 ﹤0.01% 3446
2019
Q3
$36K Sell
15,216
-104
-0.7% -$246 ﹤0.01% 3389
2019
Q2
$33K Buy
15,320
+340
+2% +$732 ﹤0.01% 3379
2019
Q1
$47K Buy
+14,980
New +$47K ﹤0.01% 3312
2014
Q3
Sell
-17,495
Closed -$548K 4130
2014
Q2
$548K Buy
17,495
+4,642
+36% +$145K ﹤0.01% 3349
2014
Q1
$731K Buy
12,853
+6,710
+109% +$382K ﹤0.01% 3050
2013
Q4
$389K Buy
6,143
+1,634
+36% +$103K ﹤0.01% 3482
2013
Q3
$289K Buy
+4,509
New +$289K ﹤0.01% 3397