Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-170
Closed -$6K 576
2020
Q3
$6K Buy
+170
New +$6K ﹤0.01% 354
2020
Q2
Sell
-14,151
Closed -$517K 539
2020
Q1
$517K Buy
+14,151
New +$517K 0.38% 77
2017
Q2
Sell
-19,200
Closed -$696K 353
2017
Q1
$696K Buy
+19,200
New +$696K 0.46% 79
2016
Q4
Sell
-19,200
Closed -$691K 308
2016
Q3
$691K Buy
+19,200
New +$691K 0.45% 91
2015
Q1
Sell
-23,750
Closed -$732K 537
2014
Q4
$732K Buy
+23,750
New +$732K 0.15% 158
2013
Q4
$221K Sell
9,485
-3,160
-25% -$73.6K 0.02% 465
2013
Q3
$300K Sell
12,645
-144
-1% -$3.42K 0.02% 454
2013
Q2
$326K Buy
+12,789
New +$326K 0.03% 443