Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-40
Closed -$894 1304
2020
Q3
$894 Buy
+40
New +$894 ﹤0.01% 1131
2014
Q1
Sell
-16,421
Closed -$524K 251
2013
Q4
$524K Sell
16,421
-2,825
-15% -$90.1K 0.09% 184
2013
Q3
$624K Buy
19,246
+1,680
+10% +$54.5K 0.11% 186
2013
Q2
$571K Buy
+17,566
New +$571K 0.12% 165