Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$118K Buy
16,642
+4,974
+43% +$35.3K ﹤0.01% 846
2020
Q2
$81K Buy
+11,668
New +$81K ﹤0.01% 816
2020
Q1
Sell
-46,121
Closed -$555K 807
2019
Q4
$555K Buy
+46,121
New +$555K 0.01% 528
2018
Q4
Sell
-31,380
Closed -$407K 772
2018
Q3
$407K Sell
31,380
-33,663
-52% -$437K 0.01% 593
2018
Q2
$931K Buy
65,043
+4,071
+7% +$58.3K 0.03% 381
2018
Q1
$1.03M Buy
60,972
+18,518
+44% +$313K 0.03% 341
2017
Q4
$784K Buy
42,454
+4,120
+11% +$76.1K 0.03% 394
2017
Q3
$706K Buy
38,334
+19,055
+99% +$351K 0.03% 390
2017
Q2
$335K Buy
19,279
+198
+1% +$3.44K 0.01% 540
2017
Q1
$288K Sell
19,081
-6,869
-26% -$104K 0.01% 539
2016
Q4
$366K Buy
25,950
+6,896
+36% +$97.3K 0.02% 449
2016
Q3
$235K Sell
19,054
-1,110
-6% -$13.7K 0.01% 486
2016
Q2
$208K Sell
20,164
-1,053
-5% -$10.9K 0.01% 470
2016
Q1
$253K Buy
21,217
+1,269
+6% +$15.1K 0.01% 399
2015
Q4
$268K Sell
19,948
-4,425
-18% -$59.5K 0.02% 393
2015
Q3
$345K Buy
24,373
+5,774
+31% +$81.7K 0.02% 344
2015
Q2
$308K Buy
18,599
+3,129
+20% +$51.8K 0.02% 356
2015
Q1
$226K Sell
15,470
-115
-0.7% -$1.68K 0.01% 371
2014
Q4
$202K Sell
15,585
-334
-2% -$4.33K 0.01% 437
2014
Q3
$226K Sell
15,919
-172
-1% -$2.44K 0.01% 404
2014
Q2
$226K Sell
16,091
-16
-0.1% -$225 0.02% 380
2014
Q1
$230K Buy
16,107
+158
+1% +$2.26K 0.02% 290
2013
Q4
$224K Buy
15,949
+252
+2% +$3.54K 0.02% 269
2013
Q3
$178K Buy
+15,697
New +$178K 0.02% 271