Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-15,500
Closed -$294K 161
2019
Q3
$294K Buy
+15,500
New +$294K 0.07% 162
2018
Q3
Sell
-11,700
Closed -$259K 183
2018
Q2
$259K Sell
11,700
-6,900
-37% -$153K 0.06% 174
2018
Q1
$384K Sell
18,600
-11,700
-39% -$242K 0.08% 166
2017
Q4
$565K Sell
30,300
-11,400
-27% -$213K 0.14% 141
2017
Q3
$872K Sell
41,700
-3,000
-7% -$62.7K 0.22% 123
2017
Q2
$720K Hold
44,700
0.17% 131
2017
Q1
$570K Hold
44,700
0.13% 145
2016
Q4
$607K Sell
44,700
-4,600
-9% -$62.5K 0.14% 138
2016
Q3
$489K Hold
49,300
0.11% 154
2016
Q2
$327K Buy
49,300
+300
+0.6% +$1.99K 0.08% 160
2016
Q1
$267K Buy
49,000
+8,300
+20% +$45.2K 0.07% 167
2015
Q4
$320K Buy
40,700
+2,900
+8% +$22.8K 0.09% 169
2015
Q3
$342K Buy
37,800
+7,900
+26% +$71.5K 0.08% 171
2015
Q2
$493K Buy
29,900
+300
+1% +$4.95K 0.11% 165
2015
Q1
$511K Buy
29,600
+4,400
+17% +$76K 0.12% 156
2014
Q4
$476K Buy
25,200
+300
+1% +$5.67K 0.11% 160
2014
Q3
$533K Sell
24,900
-2,100
-8% -$45K 0.1% 172
2014
Q2
$719K Sell
27,000
-6,300
-19% -$168K 0.13% 162
2014
Q1
$780K Buy
33,300
+6,700
+25% +$157K 0.16% 144
2013
Q4
$746K Sell
26,600
-41,800
-61% -$1.17M 0.15% 147
2013
Q3
$1.7M Hold
68,400
0.34% 87
2013
Q2
$1.59M Buy
+68,400
New +$1.59M 0.34% 87