Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$377K Buy
6,963
+1,093
+19% +$59.2K 0.25% 79
2020
Q1
$234K Buy
+5,870
New +$234K 0.18% 133
2016
Q1
Hold
0
169
2015
Q4
Sell
-59,213
Closed -$2.18M 176
2015
Q3
$2.18M Buy
+59,213
New +$2.18M 0.02% 15
2015
Q2
Hold
0
291
2015
Q1
Hold
0
177
2014
Q4
Sell
-5,008
Closed -$84K 269
2014
Q3
$84K Buy
+5,008
New +$84K ﹤0.01% 196