Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,567
Closed -$1.59M 341
2020
Q3
$1.59M Buy
1,567
+60
+4% +$61K 0.1% 216
2020
Q2
$1.72M Buy
+1,507
New +$1.72M 0.11% 210
2015
Q1
Sell
-16,653
Closed -$9.82M 1123
2014
Q4
$9.82M Sell
16,653
-2,380
-13% -$1.4M 0.15% 180
2014
Q3
$8.91M Buy
+19,033
New +$8.91M 0.13% 200