Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$713K Sell
3,679
-115
-3% -$22.3K 0.01% 468
2020
Q2
$738K Sell
3,794
-756
-17% -$147K 0.02% 445
2020
Q1
$654K Sell
4,550
-286
-6% -$41.1K 0.02% 396
2019
Q4
$861K Buy
4,836
+33
+0.7% +$5.88K 0.02% 395
2019
Q3
$766K Buy
4,803
+2,089
+77% +$333K 0.02% 426
2019
Q2
$321K Buy
2,714
+930
+52% +$110K 0.01% 667
2019
Q1
$213K Sell
1,784
-2,569
-59% -$307K 0.01% 765
2018
Q4
$390K Sell
4,353
-99
-2% -$8.87K 0.01% 550
2018
Q3
$453K Buy
+4,452
New +$453K 0.01% 574
2014
Q4
Sell
-22,834
Closed -$1.8M 454
2014
Q3
$1.8M Sell
22,834
-737
-3% -$58.1K 0.12% 125
2014
Q2
$1.71M Buy
23,571
+2,396
+11% +$174K 0.11% 135
2014
Q1
$1.46M Buy
21,175
+1,455
+7% +$101K 0.1% 146
2013
Q4
$1.27M Buy
19,720
+4,246
+27% +$274K 0.1% 152
2013
Q3
$942K Buy
15,474
+3,309
+27% +$201K 0.09% 147
2013
Q2
$678K Buy
+12,165
New +$678K 0.07% 166