Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,991
Closed -$206K 63
2019
Q4
$206K Buy
+6,991
New +$206K 0.05% 67
2014
Q1
Sell
-52,352
Closed -$1.39M 57
2013
Q4
$1.39M Sell
52,352
-477
-0.9% -$12.7K 0.58% 36
2013
Q3
$1.35M Buy
52,829
+50
+0.1% +$1.28K 0.65% 35
2013
Q2
$1.41M Buy
+52,779
New +$1.41M 0.74% 32