Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-145,091
Closed -$3.38M 838
2020
Q2
$3.38M Hold
145,091
0.01% 537
2020
Q1
$3.54M Buy
145,091
+63,900
+79% +$1.56M 0.01% 505
2019
Q4
$3.06M Buy
+81,191
New +$3.06M 0.01% 648
2014
Q3
Sell
-96,563
Closed -$4.17M 1501
2014
Q2
$4.17M Buy
96,563
+853
+0.9% +$36.8K 0.01% 840
2014
Q1
$3.77M Sell
95,710
-611
-0.6% -$24K 0.01% 867
2013
Q4
$3.83M Buy
+96,321
New +$3.83M 0.01% 860