Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-11,719
Closed -$37K 3534
2019
Q3
$37K Buy
+11,719
New +$37K ﹤0.01% 3388
2018
Q2
Sell
-52,609
Closed -$144K 3544
2018
Q1
$144K Buy
52,609
+29,531
+128% +$80.8K ﹤0.01% 3326
2017
Q4
$75K Buy
+23,078
New +$75K ﹤0.01% 3374
2017
Q1
Sell
-13,304
Closed -$35K 3531
2016
Q4
$35K Sell
13,304
-18
-0.1% -$47 ﹤0.01% 3685
2016
Q3
$37K Sell
13,322
-12,519
-48% -$34.8K ﹤0.01% 3695
2016
Q2
$82K Buy
+25,841
New +$82K ﹤0.01% 3782
2016
Q1
Sell
-16,780
Closed -$65K 3822
2015
Q4
$65K Buy
16,780
+3,531
+27% +$13.7K ﹤0.01% 3888
2015
Q3
$53K Buy
13,249
+1,662
+14% +$6.65K ﹤0.01% 3948
2015
Q2
$57K Buy
+11,587
New +$57K ﹤0.01% 4154
2015
Q1
Sell
-62,812
Closed -$288K 4130
2014
Q4
$288K Sell
62,812
-52,804
-46% -$242K ﹤0.01% 3708
2014
Q3
$479K Buy
115,616
+40,797
+55% +$169K ﹤0.01% 3291
2014
Q2
$899K Buy
74,819
+18,288
+32% +$220K ﹤0.01% 2986
2014
Q1
$594K Buy
56,531
+20,929
+59% +$220K ﹤0.01% 3218
2013
Q4
$308K Buy
+35,602
New +$308K ﹤0.01% 3614