Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$311K Sell
5,837
-1,140
-16% -$60.7K ﹤0.01% 2170
2020
Q3
$283K Sell
6,977
-4,393
-39% -$178K ﹤0.01% 2089
2020
Q2
$625K Sell
11,370
-4,183
-27% -$230K ﹤0.01% 1662
2020
Q1
$681K Sell
15,553
-994
-6% -$43.5K ﹤0.01% 1480
2019
Q4
$1.29M Sell
16,547
-179
-1% -$14K ﹤0.01% 1300
2019
Q3
$1.32M Sell
16,726
-412
-2% -$32.6K 0.01% 1250
2019
Q2
$1.46M Buy
17,138
+946
+6% +$80.7K 0.01% 1212
2019
Q1
$1.4M Sell
16,192
-976
-6% -$84.4K 0.01% 1193
2018
Q4
$1.18M Buy
17,168
+4,212
+33% +$290K 0.01% 1217
2018
Q3
$902K Buy
12,956
+238
+2% +$16.6K ﹤0.01% 1470
2018
Q2
$739K Buy
12,718
+561
+5% +$32.6K ﹤0.01% 1541
2018
Q1
$652K Buy
12,157
+322
+3% +$17.3K ﹤0.01% 1570
2017
Q4
$674K Buy
11,835
+550
+5% +$31.3K ﹤0.01% 1549
2017
Q3
$633K Buy
11,285
+3,643
+48% +$204K ﹤0.01% 1549
2017
Q2
$319K Sell
7,642
-260
-3% -$10.9K ﹤0.01% 1865
2017
Q1
$412K Sell
7,902
-1,061
-12% -$55.3K ﹤0.01% 1665
2016
Q4
$513K Buy
8,963
+1,093
+14% +$62.6K ﹤0.01% 1496
2016
Q3
$481K Sell
7,870
-945
-11% -$57.8K ﹤0.01% 1473
2016
Q2
$560K Buy
8,815
+337
+4% +$21.4K ﹤0.01% 1326
2016
Q1
$606K Buy
8,478
+1,483
+21% +$106K 0.01% 1274
2015
Q4
$463K Buy
6,995
+220
+3% +$14.6K ﹤0.01% 1377
2015
Q3
$458K Buy
6,775
+23
+0.3% +$1.56K ﹤0.01% 1348
2015
Q2
$420K Buy
6,752
+418
+7% +$26K ﹤0.01% 1434
2015
Q1
$412K Buy
6,334
+1,156
+22% +$75.2K ﹤0.01% 1385
2014
Q4
$299K Buy
+5,178
New +$299K ﹤0.01% 1516
2014
Q3
Sell
-3,824
Closed -$203K 1759
2014
Q2
$203K Buy
+3,824
New +$203K ﹤0.01% 1610