Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-14,160
Closed -$733K 155
2020
Q3
$733K Buy
14,160
+3,063
+28% +$159K 0.53% 16
2020
Q2
$664K Buy
11,097
+5,328
+92% +$319K 0.51% 16
2020
Q1
$312K Sell
5,769
-220
-4% -$11.9K 0.28% 121
2019
Q4
$358K Buy
5,989
+85
+1% +$5.08K 0.23% 182
2019
Q3
$304K Hold
5,904
0.21% 198
2019
Q2
$310K Sell
5,904
-554
-9% -$29.1K 0.2% 206
2019
Q1
$347K Sell
6,458
-296
-4% -$15.9K 0.23% 178
2018
Q4
$317K Sell
6,754
-609
-8% -$28.6K 0.23% 174
2018
Q3
$348K Sell
7,363
-158
-2% -$7.47K 0.21% 191
2018
Q2
$374K Sell
7,521
-513
-6% -$25.5K 0.23% 175
2018
Q1
$418K Sell
8,034
-239
-3% -$12.4K 0.26% 163
2017
Q4
$382K Buy
8,273
+40
+0.5% +$1.85K 0.23% 173
2017
Q3
$314K Sell
8,233
-12,674
-61% -$483K 0.19% 192
2017
Q2
$705K Buy
20,907
+14,371
+220% +$485K 0.45% 20
2017
Q1
$236K Sell
6,536
-223
-3% -$8.05K 0.15% 230
2016
Q4
$245K Sell
6,759
-1,884
-22% -$68.3K 0.16% 219
2016
Q3
$326K Sell
8,643
-574
-6% -$21.7K 0.23% 174
2016
Q2
$302K Buy
9,217
+824
+10% +$27K 0.22% 177
2016
Q1
$272K Sell
8,393
-25
-0.3% -$810 0.19% 180
2015
Q4
$290K Sell
8,418
-527
-6% -$18.2K 0.21% 179
2015
Q3
$270K Buy
8,945
+97
+1% +$2.93K 0.2% 184
2015
Q2
$269K Buy
8,848
+15
+0.2% +$456 0.18% 187
2015
Q1
$276K Sell
8,833
-13,034
-60% -$407K 0.18% 198
2014
Q4
$794K Sell
21,867
-392
-2% -$14.2K 0.52% 14
2014
Q3
$775K Buy
22,259
+12,200
+121% +$425K 0.55% 16
2014
Q2
$311K Buy
10,059
+127
+1% +$3.93K 0.21% 177
2014
Q1
$256K Sell
9,932
-156
-2% -$4.02K 0.18% 189
2013
Q4
$262K Buy
10,088
+80
+0.8% +$2.08K 0.18% 194
2013
Q3
$229K Buy
10,008
+146
+1% +$3.34K 0.17% 195
2013
Q2
$239K Buy
+9,862
New +$239K 0.19% 189