Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$909K Buy
6,450
+21
+0.3% +$2.96K ﹤0.01% 1648
2020
Q3
$705K Sell
6,429
-134
-2% -$14.7K ﹤0.01% 1621
2020
Q2
$654K Sell
6,563
-1,540
-19% -$153K ﹤0.01% 1631
2020
Q1
$605K Sell
8,103
-1,485
-15% -$111K ﹤0.01% 1551
2019
Q4
$1.01M Sell
9,588
-728
-7% -$76.7K ﹤0.01% 1431
2019
Q3
$906K Sell
10,316
-529
-5% -$46.5K ﹤0.01% 1448
2019
Q2
$985K Buy
10,845
+81
+0.8% +$7.36K ﹤0.01% 1410
2019
Q1
$947K Sell
10,764
-1,921
-15% -$169K ﹤0.01% 1394
2018
Q4
$1.03M Sell
12,685
-1,105
-8% -$90K 0.01% 1291
2018
Q3
$1.49M Sell
13,790
-256
-2% -$27.6K 0.01% 1189
2018
Q2
$1.35M Sell
14,046
-465
-3% -$44.7K 0.01% 1214
2018
Q1
$1.37M Sell
14,511
-25
-0.2% -$2.36K 0.01% 1156
2017
Q4
$1.46M Sell
14,536
-677
-4% -$68K 0.01% 1123
2017
Q3
$1.5M Buy
15,213
+34
+0.2% +$3.35K 0.01% 1061
2017
Q2
$1.14M Sell
15,179
-305
-2% -$22.9K 0.01% 1169
2017
Q1
$919K Buy
15,484
+54
+0.3% +$3.21K 0.01% 1211
2016
Q4
$944K Sell
15,430
-315
-2% -$19.3K 0.01% 1158
2016
Q3
$820K Buy
15,745
+314
+2% +$16.4K 0.01% 1198
2016
Q2
$795K Sell
15,431
-2,111
-12% -$109K 0.01% 1177
2016
Q1
$792K Buy
17,542
+7
+0% +$316 0.01% 1150
2015
Q4
$712K Sell
17,535
-564
-3% -$22.9K 0.01% 1161
2015
Q3
$706K Buy
18,099
+3,715
+26% +$145K 0.01% 1124
2015
Q2
$679K Sell
14,384
-1,041
-7% -$49.1K 0.01% 1160
2015
Q1
$812K Buy
15,425
+5,410
+54% +$285K 0.01% 1025
2014
Q4
$428K Buy
10,015
+3,830
+62% +$164K 0.01% 1316
2014
Q3
$242K Buy
+6,185
New +$242K ﹤0.01% 1508