Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,253
Closed -$81K 142
2019
Q4
$81K Sell
2,253
-55
-2% -$1.98K 0.02% 217
2019
Q3
$90K Sell
2,308
-173
-7% -$6.75K 0.01% 209
2019
Q2
$98K Hold
2,481
0.01% 195
2019
Q1
$92K Sell
2,481
-153
-6% -$5.67K 0.01% 195
2018
Q4
$74K Buy
2,634
+11
+0.4% +$309 0.01% 203
2018
Q3
$87K Buy
2,623
+69
+3% +$2.29K 0.01% 200
2018
Q2
$93K Buy
2,554
+314
+14% +$11.4K 0.02% 179
2018
Q1
$90K Sell
2,240
-985
-31% -$39.6K 0.02% 155
2017
Q4
$122K Buy
3,225
+954
+42% +$36.1K 0.03% 162
2017
Q3
$87K Sell
2,271
-6
-0.3% -$230 0.01% 154
2017
Q2
$80K Sell
2,277
-1,629
-42% -$57.2K 0.01% 155
2017
Q1
$131K Sell
3,906
-77
-2% -$2.58K 0.02% 161
2016
Q4
$118K Buy
3,983
+30
+0.8% +$889 0.02% 181
2016
Q3
$130K Sell
3,953
-113
-3% -$3.72K 0.01% 192
2016
Q2
$95K Sell
4,066
-20
-0.5% -$467 0.01% 255
2016
Q1
$97K Sell
4,086
-1,157
-22% -$27.5K 0.01% 241
2015
Q4
$144K Sell
5,243
-1,310
-20% -$36K 0.01% 210
2015
Q3
$160K Sell
6,553
-4,956
-43% -$121K 0.02% 221
2015
Q2
$292K Buy
11,509
+64
+0.6% +$1.62K 0.03% 138
2015
Q1
$278K Sell
11,445
-3,864
-25% -$93.9K 0.03% 149
2014
Q4
$362K Buy
15,309
+43
+0.3% +$1.02K 0.04% 144
2014
Q3
$364K Sell
15,266
-439
-3% -$10.5K 0.04% 135
2014
Q2
$331K Buy
15,705
+118
+0.8% +$2.49K 0.03% 147
2014
Q1
$362K Sell
15,587
-35
-0.2% -$813 0.03% 136
2013
Q4
$361K Sell
15,622
-17,801
-53% -$411K 0.03% 140
2013
Q3
$785K Buy
33,423
+59
+0.2% +$1.39K 0.07% 136
2013
Q2
$726K Buy
+33,364
New +$726K 0.07% 137