Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-599
Closed -$213K 232
2020
Q2
$213K Sell
599
-341
-36% -$121K 0.02% 227
2020
Q1
$275K Buy
+940
New +$275K 0.02% 211
2015
Q3
Sell
-8,944
Closed -$1.21M 390
2015
Q2
$1.21M Sell
8,944
-3,026
-25% -$410K 0.05% 213
2015
Q1
$1.45M Buy
+11,970
New +$1.45M 0.06% 199