Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-22,602
Closed -$1.67M 254
2019
Q4
$1.67M Buy
+22,602
New +$1.67M 0.37% 118
2018
Q4
Sell
-50,200
Closed -$3.08M 282
2018
Q3
$3.08M Buy
+50,200
New +$3.08M 0.46% 107
2014
Q4
Sell
-29,745
Closed -$1.34M 333
2014
Q3
$1.34M Sell
29,745
-1,506
-5% -$67.7K 0.27% 163
2014
Q2
$1.5M Buy
31,251
+1,870
+6% +$89.9K 0.29% 150
2014
Q1
$1.26M Sell
29,381
-1,545
-5% -$66K 0.23% 242
2013
Q4
$1.34M Buy
+30,926
New +$1.34M 0.24% 204