Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,249
Closed -$200K 401
2020
Q3
$200K Hold
2,249
0.01% 324
2020
Q2
$211K Hold
2,249
0.01% 292
2020
Q1
$206K Sell
2,249
-184
-8% -$16.9K 0.01% 276
2019
Q4
$238K Buy
+2,433
New +$238K 0.01% 325
2014
Q1
Sell
-9,819
Closed -$456K 203
2013
Q4
$456K Buy
+9,819
New +$456K 0.06% 120
2013
Q3
Sell
-16,290
Closed -$560K 136
2013
Q2
$560K Buy
+16,290
New +$560K 0.1% 84