Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$981K Buy
30,203
+4,320
+17% +$140K ﹤0.01% 1598
2020
Q3
$785K Buy
25,883
+1,160
+5% +$35.2K ﹤0.01% 1571
2020
Q2
$763K Buy
24,723
+7,285
+42% +$225K ﹤0.01% 1547
2020
Q1
$446K Buy
17,438
+5,206
+43% +$133K ﹤0.01% 1713
2019
Q4
$346K Buy
+12,232
New +$346K ﹤0.01% 1997
2019
Q3
Sell
-6,142
Closed -$147K 2704
2019
Q2
$147K Buy
+6,142
New +$147K ﹤0.01% 2282
2018
Q4
Sell
-8,785
Closed -$218K 2331
2018
Q3
$218K Sell
8,785
-575
-6% -$14.3K ﹤0.01% 2158
2018
Q2
$240K Sell
9,360
-291
-3% -$7.46K ﹤0.01% 2093
2018
Q1
$238K Buy
9,651
+268
+3% +$6.61K ﹤0.01% 2062
2017
Q4
$262K Hold
9,383
﹤0.01% 2020
2017
Q3
$260K Buy
9,383
+616
+7% +$17.1K ﹤0.01% 1996
2017
Q2
$220K Sell
8,767
-804
-8% -$20.2K ﹤0.01% 2057
2017
Q1
$248K Buy
9,571
+163
+2% +$4.22K ﹤0.01% 1921
2016
Q4
$238K Sell
9,408
-728
-7% -$18.4K ﹤0.01% 1906
2016
Q3
$238K Buy
10,136
+219
+2% +$5.14K ﹤0.01% 1850
2016
Q2
$240K Buy
9,917
+583
+6% +$14.1K ﹤0.01% 1767
2016
Q1
$237K Sell
9,334
-1,366
-13% -$34.7K ﹤0.01% 1784
2015
Q4
$265K Buy
+10,700
New +$265K ﹤0.01% 1689
2015
Q3
Sell
-11,535
Closed -$337K 2001
2015
Q2
$337K Buy
+11,535
New +$337K ﹤0.01% 1558
2014
Q4
Sell
-10,044
Closed -$328K 1903
2014
Q3
$328K Buy
10,044
+740
+8% +$24.2K ﹤0.01% 1346
2014
Q2
$288K Buy
9,304
+772
+9% +$23.9K ﹤0.01% 1418
2014
Q1
$261K Buy
+8,532
New +$261K ﹤0.01% 1714
2013
Q4
Hold
0
1516