Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-7,125
Closed -$214K 411
2020
Q1
$214K Sell
7,125
-600
-8% -$18K 0.02% 369
2019
Q4
$279K Hold
7,725
0.02% 399
2019
Q3
$301K Hold
7,725
0.02% 386
2019
Q2
$305K Sell
7,725
-7,725
-50% -$305K 0.02% 389
2019
Q1
$574K Buy
+15,450
New +$574K 0.02% 383
2014
Q4
Sell
-8,813
Closed -$210K 471
2014
Q3
$210K Buy
+8,813
New +$210K 0.02% 409
2013
Q4
Sell
-18,226
Closed -$428K 310
2013
Q3
$428K Buy
18,226
+1,962
+12% +$46.1K 0.07% 201
2013
Q2
$354K Buy
+16,264
New +$354K 0.06% 209