Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,495
Closed -$206K 64
2019
Q3
$206K Hold
1,495
0.11% 60
2019
Q2
$217K Buy
+1,495
New +$217K 0.12% 63
2014
Q4
$5.88M Sell
42,823
-131
-0.3% -$18K 2.09% 11
2014
Q3
$5.09M Sell
42,954
-163
-0.4% -$19.3K 1.88% 18
2014
Q2
$5.16M Sell
43,117
-703
-2% -$84.2K 1.89% 18
2014
Q1
$4.97M Sell
43,820
-6,847
-14% -$777K 1.91% 21
2013
Q4
$5.94M Sell
50,667
-2,243
-4% -$263K 2.34% 13
2013
Q3
$5.28M Sell
52,910
-2,039
-4% -$204K 2.25% 12
2013
Q2
$5.02M Buy
+54,949
New +$5.02M 2.13% 16