Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-3,793
Closed -$236K 312
2020
Q3
$236K Buy
3,793
+518
+16% +$32.2K 0.17% 233
2020
Q2
$179K Sell
3,275
-14
-0.4% -$765 0.14% 254
2020
Q1
$150K Sell
3,289
-70
-2% -$3.19K 0.13% 258
2019
Q4
$287K Hold
3,359
0.18% 220
2019
Q3
$267K Hold
3,359
0.18% 221
2019
Q2
$235K Sell
3,359
-16
-0.5% -$1.12K 0.15% 246
2019
Q1
$225K Sell
3,375
-58
-2% -$3.87K 0.15% 239
2018
Q4
$215K Sell
3,433
-343
-9% -$21.5K 0.16% 223
2018
Q3
$277K Sell
3,776
-120
-3% -$8.8K 0.17% 227
2018
Q2
$266K Sell
3,896
-55
-1% -$3.76K 0.16% 224
2018
Q1
$237K Buy
3,951
+11
+0.3% +$660 0.15% 244
2017
Q4
$239K Sell
3,940
-31
-0.8% -$1.88K 0.14% 245
2017
Q3
$214K Sell
3,971
-19
-0.5% -$1.02K 0.13% 253
2017
Q2
$201K Sell
3,990
-7
-0.2% -$353 0.13% 261
2017
Q1
$208K Sell
3,997
-98
-2% -$5.1K 0.14% 254
2016
Q4
$227K Sell
4,095
-83
-2% -$4.6K 0.15% 229
2016
Q3
$205K Sell
4,178
-79
-2% -$3.88K 0.14% 235
2016
Q2
$216K Sell
4,257
-396
-9% -$20.1K 0.16% 219
2016
Q1
$217K Sell
4,653
-277
-6% -$12.9K 0.16% 214
2015
Q4
$202K Sell
4,930
-1,146
-19% -$47K 0.15% 230
2015
Q3
$237K Sell
6,076
-141
-2% -$5.5K 0.18% 203
2015
Q2
$224K Buy
6,217
+949
+18% +$34.2K 0.15% 216
2015
Q1
$199K Sell
5,268
-39
-0.7% -$1.47K 0.13% 249
2014
Q4
$211K Buy
5,307
+135
+3% +$5.37K 0.14% 247
2014
Q3
$196K Sell
5,172
-224
-4% -$8.49K 0.14% 238
2014
Q2
$202K Sell
5,396
-213
-4% -$7.97K 0.14% 231
2014
Q1
$203K Sell
5,609
-45
-0.8% -$1.63K 0.14% 229
2013
Q4
$204K Buy
5,654
+40
+0.7% +$1.44K 0.14% 231
2013
Q3
$179K Buy
5,614
+124
+2% +$3.95K 0.13% 235
2013
Q2
$188K Buy
+5,490
New +$188K 0.15% 219