Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$176K Sell
11,034
-1,422
-11% -$22.7K ﹤0.01% 2326
2020
Q3
$247K Buy
+12,456
New +$247K ﹤0.01% 2146
2020
Q1
Sell
-13,640
Closed -$152K 2392
2019
Q4
$152K Buy
+13,640
New +$152K ﹤0.01% 2236
2019
Q3
Sell
-2,370
Closed -$33K 2693
2019
Q2
$33K Buy
+2,370
New +$33K ﹤0.01% 2613
2016
Q2
Sell
-4,382
Closed -$217K 2031
2016
Q1
$217K Sell
4,382
-3,317
-43% -$164K ﹤0.01% 1837
2015
Q4
$440K Sell
7,699
-315
-4% -$18K ﹤0.01% 1403
2015
Q3
$331K Sell
8,014
-8,574
-52% -$354K ﹤0.01% 1525
2015
Q2
$980K Buy
16,588
+3,387
+26% +$200K 0.01% 979
2015
Q1
$704K Buy
13,201
+1,476
+13% +$78.7K 0.01% 1098
2014
Q4
$624K Buy
11,725
+2,435
+26% +$130K 0.01% 1117
2014
Q3
$467K Buy
9,290
+867
+10% +$43.6K 0.01% 1177
2014
Q2
$486K Buy
8,423
+3,874
+85% +$224K 0.01% 1142
2014
Q1
$296K Buy
+4,549
New +$296K ﹤0.01% 1634