Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,806
Closed -$285K 785
2020
Q2
$285K Sell
1,806
-7,801
-81% -$1.23M 0.02% 531
2020
Q1
$1.33M Buy
+9,607
New +$1.33M 0.11% 196
2014
Q4
Sell
-16,289
Closed -$1.18M 848
2014
Q3
$1.18M Buy
+16,289
New +$1.18M 0.03% 578
2014
Q2
Sell
-28,034
Closed -$2.04M 1500
2014
Q1
$2.04M Buy
+28,034
New +$2.04M 0.05% 455
2013
Q3
Sell
-20,366
Closed -$1.1M 1601
2013
Q2
$1.1M Buy
+20,366
New +$1.1M 0.03% 782