Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$370K Buy
16,222
+1,350
+9% +$30.8K 0.03% 123
2020
Q1
$327K Sell
14,872
-2,547
-15% -$56K 0.03% 132
2019
Q4
$514K Sell
17,419
-21,237
-55% -$627K 0.04% 130
2019
Q3
$1.11M Sell
38,656
-8,035
-17% -$230K 0.09% 94
2019
Q2
$1.18M Sell
46,691
-574
-1% -$14.5K 0.11% 88
2019
Q1
$1.12M Buy
47,265
+338
+0.7% +$8.01K 0.1% 88
2018
Q4
$1.01M Sell
46,927
-119
-0.3% -$2.57K 0.11% 89
2018
Q3
$1.19M Buy
47,046
+2,005
+4% +$50.8K 0.12% 86
2018
Q2
$1.09M Buy
45,041
+20,797
+86% +$504K 0.13% 84
2018
Q1
$653K Sell
24,244
-33,403
-58% -$900K 0.09% 103
2017
Q4
$1.69M Buy
57,647
+46,357
+411% +$1.36M 0.23% 65
2017
Q3
$334K Buy
11,290
+3,840
+52% +$114K 0.05% 121
2017
Q2
$212K Sell
7,450
-1,484
-17% -$42.2K 0.03% 144
2017
Q1
$280K Sell
8,934
-10,224
-53% -$320K 0.05% 122
2016
Q4
$615K Sell
19,158
-371
-2% -$11.9K 0.13% 75
2016
Q3
$599K Buy
19,529
+1,883
+11% +$57.8K 0.14% 73
2016
Q2
$576K Hold
17,646
0.14% 76
2016
Q1
$522K Buy
17,646
+422
+2% +$12.5K 0.14% 76
2015
Q4
$448K Sell
17,224
-2,309
-12% -$60.1K 0.14% 81
2015
Q3
$481K Hold
19,533
0.17% 86
2015
Q2
$524K Sell
19,533
-237
-1% -$6.36K 0.16% 82
2015
Q1
$488K Buy
19,770
+4,740
+32% +$117K 0.17% 79
2014
Q4
$381K Buy
15,030
+4,427
+42% +$112K 0.14% 88
2014
Q3
$282K Buy
10,603
+621
+6% +$16.5K 0.11% 105
2014
Q2
$267K Buy
9,982
+1,589
+19% +$42.5K 0.08% 107
2014
Q1
$222K Sell
8,393
-87
-1% -$2.3K 0.1% 94
2013
Q4
$225K Buy
+8,480
New +$225K 0.1% 89