Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$580K Buy
9,122
+2,353
+35% +$150K 0.01% 524
2020
Q2
$359K Sell
6,769
-241
-3% -$12.8K 0.01% 621
2020
Q1
$354K Sell
7,010
-173
-2% -$8.74K 0.01% 552
2019
Q4
$613K Sell
7,183
-80
-1% -$6.83K 0.01% 500
2019
Q3
$589K Sell
7,263
-75
-1% -$6.08K 0.01% 518
2019
Q2
$687K Buy
7,338
+249
+4% +$23.3K 0.02% 457
2019
Q1
$616K Sell
7,089
-5,106
-42% -$444K 0.02% 461
2018
Q4
$945K Buy
+12,195
New +$945K 0.03% 314
2015
Q2
Sell
-6,478
Closed -$486K 412
2015
Q1
$486K Buy
6,478
+517
+9% +$38.8K 0.03% 290
2014
Q4
$441K Buy
5,961
+902
+18% +$66.7K 0.03% 333
2014
Q3
$346K Buy
5,059
+1,985
+65% +$136K 0.02% 337
2014
Q2
$224K Buy
3,074
+1,693
+123% +$123K 0.01% 383
2014
Q1
$90K Buy
1,381
+1,063
+334% +$69.3K 0.01% 508
2013
Q4
$22K Buy
318
+76
+31% +$5.26K ﹤0.01% 590
2013
Q3
$14K Buy
+242
New +$14K ﹤0.01% 654