Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$611K Sell
39,050
-9,561
-20% -$150K ﹤0.01% 1861
2020
Q3
$465K Buy
48,611
+12,681
+35% +$121K ﹤0.01% 1849
2020
Q2
$300K Buy
35,930
+8,842
+33% +$73.8K ﹤0.01% 2025
2020
Q1
$141K Buy
27,088
+2,138
+9% +$11.1K ﹤0.01% 2158
2019
Q4
$593K Sell
24,950
-996
-4% -$23.7K ﹤0.01% 1712
2019
Q3
$607K Buy
25,946
+15,478
+148% +$362K ﹤0.01% 1647
2019
Q2
$209K Buy
10,468
+380
+4% +$7.59K ﹤0.01% 2160
2019
Q1
$249K Sell
10,088
-1,457
-13% -$36K ﹤0.01% 2084
2018
Q4
$321K Buy
11,545
+831
+8% +$23.1K ﹤0.01% 1913
2018
Q3
$384K Buy
10,714
+81
+0.8% +$2.9K ﹤0.01% 1903
2018
Q2
$366K Buy
10,633
+1,764
+20% +$60.7K ﹤0.01% 1908
2018
Q1
$298K Buy
8,869
+654
+8% +$22K ﹤0.01% 1958
2017
Q4
$275K Buy
8,215
+135
+2% +$4.52K ﹤0.01% 1991
2017
Q3
$247K Sell
8,080
-298
-4% -$9.11K ﹤0.01% 2028
2017
Q2
$233K Sell
8,378
-127
-1% -$3.53K ﹤0.01% 2028
2017
Q1
$225K Buy
8,505
+355
+4% +$9.39K ﹤0.01% 1980
2016
Q4
$267K Buy
+8,150
New +$267K ﹤0.01% 1845
2015
Q4
Sell
-7,765
Closed -$237K 1992
2015
Q3
$237K Sell
7,765
-527
-6% -$16.1K ﹤0.01% 1680
2015
Q2
$264K Buy
8,292
+9
+0.1% +$287 ﹤0.01% 1709
2015
Q1
$272K Buy
+8,283
New +$272K ﹤0.01% 1634