Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$513K Buy
10,818
+300
+3% +$14.2K ﹤0.01% 1953
2020
Q3
$359K Sell
10,518
-1,685
-14% -$57.5K ﹤0.01% 1989
2020
Q2
$419K Buy
12,203
+3,795
+45% +$130K ﹤0.01% 1861
2020
Q1
$236K Buy
+8,408
New +$236K ﹤0.01% 2024
2019
Q4
Sell
-5,318
Closed -$232K 2327
2019
Q3
$232K Sell
5,318
-864
-14% -$37.7K ﹤0.01% 2125
2019
Q2
$284K Buy
6,182
+571
+10% +$26.2K ﹤0.01% 2045
2019
Q1
$230K Buy
5,611
+418
+8% +$17.1K ﹤0.01% 2108
2018
Q4
$210K Buy
5,193
+693
+15% +$28K ﹤0.01% 2105
2018
Q3
$227K Buy
+4,500
New +$227K ﹤0.01% 2141
2018
Q1
Sell
-4,888
Closed -$250K 2249
2017
Q4
$250K Sell
4,888
-209
-4% -$10.7K ﹤0.01% 2045
2017
Q3
$248K Sell
5,097
-295
-5% -$14.4K ﹤0.01% 2026
2017
Q2
$301K Buy
5,392
+645
+14% +$36K ﹤0.01% 1888
2017
Q1
$282K Sell
4,747
-594
-11% -$35.3K ﹤0.01% 1851
2016
Q4
$341K Buy
5,341
+1,712
+47% +$109K ﹤0.01% 1732
2016
Q3
$237K Sell
3,629
-55
-1% -$3.59K ﹤0.01% 1852
2016
Q2
$221K Sell
3,684
-642
-15% -$38.5K ﹤0.01% 1813
2016
Q1
$245K Buy
4,326
+214
+5% +$12.1K ﹤0.01% 1768
2015
Q4
$229K Buy
+4,112
New +$229K ﹤0.01% 1753