Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,568
Closed -$577K 375
2019
Q4
$577K Buy
+8,568
New +$577K 0.03% 320
2018
Q4
Sell
-8,404
Closed -$416K 804
2018
Q3
$416K Sell
8,404
-396
-5% -$19.6K 0.02% 727
2018
Q2
$407K Hold
8,800
0.01% 719
2018
Q1
$375K Sell
8,800
-800
-8% -$34.1K 0.01% 711
2017
Q4
$374K Sell
9,600
-4,400
-31% -$171K 0.01% 782
2017
Q3
$505K Sell
14,000
-48,744
-78% -$1.76M 0.02% 429
2017
Q2
$1.98M Sell
62,744
-6,468
-9% -$204K 0.03% 501
2017
Q1
$2.19M Sell
69,212
-800
-1% -$25.3K 0.03% 486
2016
Q4
$2.02M Sell
70,012
-30,912
-31% -$893K 0.04% 476
2016
Q3
$2.84M Sell
100,924
-32,992
-25% -$929K 0.05% 386
2016
Q2
$3.29M Buy
133,916
+40,696
+44% +$998K 0.05% 391
2016
Q1
$2.09M Sell
93,220
-24,160
-21% -$542K 0.03% 463
2015
Q4
$2.67M Sell
117,380
-3,364
-3% -$76.6K 0.04% 424
2015
Q3
$2.59M Sell
120,744
-18,460
-13% -$396K 0.04% 403
2015
Q2
$2.94M Sell
139,204
-1,296
-0.9% -$27.4K 0.04% 421
2015
Q1
$2.87M Sell
140,500
-25,180
-15% -$514K 0.04% 420
2014
Q4
$3.25M Sell
165,680
-15,920
-9% -$312K 0.05% 376
2014
Q3
$3.21M Buy
181,600
+102,400
+129% +$1.81M 0.05% 389
2014
Q2
$1.26M Buy
79,200
+800
+1% +$12.7K 0.02% 654
2014
Q1
$1.17M Buy
78,400
+62,800
+403% +$936K 0.02% 650
2013
Q4
$232K Hold
15,600
﹤0.01% 763
2013
Q3
$200K Buy
15,600
+800
+5% +$10.3K ﹤0.01% 940
2013
Q2
$168K Buy
+14,800
New +$168K ﹤0.01% 770