Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-7,633
Closed -$262K 721
2020
Q2
$262K Sell
7,633
-13
-0.2% -$446 0.02% 547
2020
Q1
$215K Buy
+7,646
New +$215K 0.02% 551
2014
Q3
Sell
-16,034
Closed -$739K 1301
2014
Q2
$739K Buy
16,034
+10,934
+214% +$504K 0.02% 808
2014
Q1
$228K Buy
+5,100
New +$228K 0.01% 1199