Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-17,643
Closed -$1.72M 472
2019
Q4
$1.72M Buy
+17,643
New +$1.72M 0.09% 99
2015
Q1
Sell
-11,069
Closed -$585K 387
2014
Q4
$585K Buy
+11,069
New +$585K 0.02% 294
2014
Q2
Sell
-227,554
Closed -$12.6M 486
2014
Q1
$12.6M Buy
227,554
+156,694
+221% +$8.66M 0.57% 29
2013
Q4
$3.27M Buy
+70,860
New +$3.27M 0.1% 143