Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,514
Closed -$218K 279
2019
Q4
$218K Hold
2,514
0.01% 233
2019
Q3
$202K Hold
2,514
0.01% 237
2019
Q2
$201K Buy
+2,514
New +$201K 0.01% 237
2015
Q2
Sell
-12,529
Closed -$717K 358
2015
Q1
$717K Buy
12,529
+7,672
+158% +$439K 0.04% 265
2014
Q4
$263K Buy
4,857
+597
+14% +$32.3K 0.01% 308
2014
Q3
$241K Sell
4,260
-1,488
-26% -$84.2K 0.01% 315
2014
Q2
$317K Buy
5,748
+281
+5% +$15.5K 0.02% 311
2014
Q1
$296K Sell
5,467
-1,585
-22% -$85.8K 0.02% 317
2013
Q4
$337K Sell
7,052
-522
-7% -$24.9K 0.02% 303
2013
Q3
$344K Sell
7,574
-2,120
-22% -$96.3K 0.02% 304
2013
Q2
$430K Buy
+9,694
New +$430K 0.03% 278