Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,694
Closed -$300K 128
2020
Q1
$300K Buy
+5,694
New +$300K 0.06% 102
2015
Q2
Sell
-35,690
Closed -$2.06M 108
2015
Q1
$2.06M Buy
35,690
+60
+0.2% +$3.46K 0.66% 40
2014
Q4
$1.9M Buy
+35,630
New +$1.9M 0.62% 49