Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-22
Closed -$1K 1685
2020
Q4
$1K Buy
+22
New +$1K ﹤0.01% 1370
2018
Q4
Sell
-127
Closed -$5K 595
2018
Q3
$5K Buy
+127
New +$5K ﹤0.01% 1245
2017
Q1
Sell
-215
Closed -$6K 617
2016
Q4
$6K Sell
215
-22,502
-99% -$628K ﹤0.01% 1098
2016
Q3
$554K Hold
22,717
0.06% 322
2016
Q2
$506K Buy
22,717
+14,952
+193% +$333K 0.06% 315
2016
Q1
$179K Sell
7,765
-5,468
-41% -$126K 0.02% 454
2015
Q4
$314K Buy
13,233
+6,242
+89% +$148K 0.04% 377
2015
Q3
$162K Sell
6,991
-10,404
-60% -$241K 0.02% 452
2015
Q2
$466K Buy
+17,395
New +$466K 0.05% 332
2015
Q1
Sell
-4,494
Closed -$171K 475
2014
Q4
$171K Sell
4,494
-1,665
-27% -$63.4K 0.02% 456
2014
Q3
$238K Sell
6,159
-8,323
-57% -$322K 0.03% 400
2014
Q2
$518K Sell
14,482
-4,161
-22% -$149K 0.07% 302
2014
Q1
$577K Sell
18,643
-167
-0.9% -$5.17K 0.08% 266
2013
Q4
$480K Hold
18,810
0.07% 266
2013
Q3
$367K Sell
18,810
-4,577
-20% -$89.3K 0.06% 286
2013
Q2
$439K Buy
+23,387
New +$439K 0.08% 265