Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-9,568
Closed -$487K 311
2019
Q4
$487K Sell
9,568
-693
-7% -$35.3K 0.03% 250
2019
Q3
$510K Sell
10,261
-3,797
-27% -$189K 0.04% 236
2019
Q2
$668K Sell
14,058
-1,805
-11% -$85.8K 0.05% 196
2019
Q1
$1.09M Buy
15,863
+1,878
+13% +$129K 0.08% 147
2018
Q4
$928K Buy
13,985
+1,443
+12% +$95.8K 0.08% 150
2018
Q3
$935K Buy
12,542
+2,620
+26% +$195K 0.07% 175
2018
Q2
$723K Buy
9,922
+2,415
+32% +$176K 0.06% 193
2018
Q1
$492K Sell
7,507
-2,969
-28% -$195K 0.04% 239
2017
Q4
$568K Buy
10,476
+399
+4% +$21.6K 0.05% 225
2017
Q3
$460K Buy
+10,077
New +$460K 0.04% 241
2015
Q3
Sell
-3,224
Closed -$202K 382
2015
Q2
$202K Sell
3,224
-55
-2% -$3.45K 0.02% 339
2015
Q1
$256K Sell
3,279
-310
-9% -$24.2K 0.02% 315
2014
Q4
$219K Sell
3,589
-1,764
-33% -$108K 0.02% 340
2014
Q3
$326K Sell
5,353
-2,899
-35% -$177K 0.03% 300
2014
Q2
$435K Sell
8,252
-1,746
-17% -$92K 0.04% 260
2014
Q1
$568K Buy
9,998
+1,164
+13% +$66.1K 0.06% 240
2013
Q4
$501K Sell
8,834
-116
-1% -$6.58K 0.05% 250
2013
Q3
$464K Sell
8,950
-1,270
-12% -$65.8K 0.05% 238
2013
Q2
$516K Buy
+10,220
New +$516K 0.06% 225