Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-46,940
Closed -$3.45M 20
2019
Q4
$3.45M Sell
46,940
-7,120
-13% -$523K 1.74% 14
2019
Q3
$3.03M Sell
54,060
-70,080
-56% -$3.92M 1.91% 14
2019
Q2
$6.14M Sell
124,140
-368,160
-75% -$18.2M 2.81% 10
2019
Q1
$23.4M Buy
492,300
+212,640
+76% +$10.1M 7.45% 5
2018
Q4
$11M Sell
279,660
-527,600
-65% -$20.8M 4.72% 9
2018
Q3
$45.6M Sell
807,260
-252,920
-24% -$14.3M 10.47% 4
2018
Q2
$49.1M Sell
1,060,180
-57,000
-5% -$2.64M 9.45% 4
2018
Q1
$46.9M Sell
1,117,180
-34,280
-3% -$1.44M 8.87% 4
2017
Q4
$45M Sell
1,151,460
-854,940
-43% -$33.4M 8.14% 6
2017
Q3
$77.3M Buy
2,006,400
+115,440
+6% +$4.45M 13.56% 3
2017
Q2
$68.1M Sell
1,890,960
-305,640
-14% -$11M 12.04% 3
2017
Q1
$78.9M Sell
2,196,600
-769,340
-26% -$27.6M 13.78% 3
2016
Q4
$85.9M Sell
2,965,940
-1,218,320
-29% -$35.3M 15.12% 3
2016
Q3
$118M Buy
4,184,260
+2,410,480
+136% +$68.1M 17.84% 3
2016
Q2
$42.4M Sell
1,773,780
-983,780
-36% -$23.5M 8.15% 3
2016
Q1
$75.1M Buy
2,757,560
+975,000
+55% +$26.6M 10.7% 3
2015
Q4
$46.9M Buy
1,782,560
+280,880
+19% +$7.39M 10.37% 4
2015
Q3
$41.4M Buy
1,501,680
+3,640
+0.2% +$100K 11.31% 4
2015
Q2
$47M Buy
1,498,040
+406,084
+37% +$12.7M 10.76% 4
2015
Q1
$34M Buy
+1,091,956
New +$34M 7.32% 6