Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,124
Closed -$238K 528
2020
Q2
$238K Buy
+4,124
New +$238K 0.02% 417
2018
Q4
Sell
-5,836
Closed -$226K 495
2018
Q3
$226K Buy
+5,836
New +$226K 0.02% 489
2015
Q3
Sell
-15,460
Closed -$220K 441
2015
Q2
$220K Buy
+15,460
New +$220K 0.03% 428
2014
Q4
Sell
-22,404
Closed -$264K 482
2014
Q3
$264K Sell
22,404
-9,070
-29% -$107K 0.03% 400
2014
Q2
$390K Sell
31,474
-325
-1% -$4.03K 0.04% 304
2014
Q1
$406K Sell
31,799
-1,980
-6% -$25.3K 0.05% 288
2013
Q4
$414K Sell
33,779
-1,444
-4% -$17.7K 0.05% 304
2013
Q3
$344K Buy
35,223
+1,192
+4% +$11.6K 0.04% 330
2013
Q2
$289K Buy
+34,031
New +$289K 0.04% 357