Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-61,305
Closed -$3.34M 115
2019
Q4
$3.34M Sell
61,305
-790
-1% -$43K 0.55% 94
2019
Q3
$3.88M Buy
+62,095
New +$3.88M 0.66% 80
2017
Q2
Sell
-159,108
Closed -$8.16M 122
2017
Q1
$8.16M Sell
159,108
-1,531
-1% -$78.5K 1.4% 3
2016
Q4
$5.51M Buy
+160,639
New +$5.51M 1% 52
2016
Q3
Sell
-178,517
Closed -$5.21M 126
2016
Q2
$5.21M Buy
178,517
+3,637
+2% +$106K 0.95% 70
2016
Q1
$2.95M Sell
174,880
-3,934
-2% -$66.3K 0.57% 90
2015
Q4
$4.42M Buy
178,814
+74,145
+71% +$1.83M 0.76% 78
2015
Q3
$2.53M Buy
+104,669
New +$2.53M 0.41% 104