Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-24,373
Closed -$3.12M 47
2019
Q4
$3.12M Buy
+24,373
New +$3.12M 2.21% 25
2013
Q4
$889K Buy
4,956
+116
+2% +$20.8K 1.33% 29
2013
Q3
$843K Buy
4,840
+25
+0.5% +$4.35K 1.29% 25
2013
Q2
$865K Buy
+4,815
New +$865K 1.2% 33