Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Hold
0
1097
2020
Q1
Hold
0
920
2019
Q4
Hold
0
917
2019
Q3
Hold
0
889
2019
Q2
Hold
0
793
2019
Q1
Hold
0
836
2018
Q4
Hold
0
769
2018
Q3
Hold
0
672
2018
Q2
Hold
0
648
2018
Q1
Hold
0
708
2016
Q2
Sell
-13,502
Closed -$318K 604
2016
Q1
$318K Sell
13,502
-5,382
-29% -$127K 0.02% 168
2015
Q4
$705K Buy
+18,884
New +$705K 0.03% 202
2014
Q1
Hold
0
831
2013
Q4
Hold
0
792
2013
Q3
Hold
0
650