Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-18,000
Closed -$215K 3073
2020
Q3
$215K Buy
+18,000
New +$215K ﹤0.01% 2584
2020
Q1
Sell
-600,064
Closed -$12.3M 2952
2019
Q4
$12.3M Sell
600,064
-70,778
-11% -$1.45M 0.03% 529
2019
Q3
$14.7M Buy
670,842
+76,401
+13% +$1.68M 0.04% 420
2019
Q2
$12M Buy
594,441
+103,099
+21% +$2.09M 0.03% 498
2019
Q1
$11.2M Sell
491,342
-141,669
-22% -$3.22M 0.03% 498
2018
Q4
$11.9M Buy
633,011
+424,264
+203% +$8M 0.04% 433
2018
Q3
$5.36M Sell
208,747
-386
-0.2% -$9.91K 0.02% 813
2018
Q2
$4.62M Sell
209,133
-178
-0.1% -$3.94K 0.01% 850
2018
Q1
$4.03M Buy
+209,311
New +$4.03M 0.01% 880
2017
Q4
Sell
-12,882
Closed -$292K 2688
2017
Q3
$292K Sell
12,882
-23,344
-64% -$529K ﹤0.01% 2164
2017
Q2
$797K Sell
36,226
-9,371
-21% -$206K ﹤0.01% 1583
2017
Q1
$1.55M Sell
45,597
-1,901
-4% -$64.8K 0.01% 1202
2016
Q4
$1.49M Buy
47,498
+731
+2% +$22.9K 0.01% 1174
2016
Q3
$1.35M Sell
46,767
-37,322
-44% -$1.08M 0.01% 1176
2016
Q2
$2.48M Buy
84,089
+1,526
+2% +$45K 0.01% 909
2016
Q1
$2.57M Sell
82,563
-1,831
-2% -$56.9K 0.01% 818
2015
Q4
$3M Buy
84,394
+24,626
+41% +$875K 0.02% 784
2015
Q3
$2.02M Sell
59,768
-104,969
-64% -$3.55M 0.01% 907
2015
Q2
$6.63M Sell
164,737
-333,858
-67% -$13.4M 0.03% 472
2015
Q1
$16.8M Buy
498,595
+6,011
+1% +$203K 0.09% 258
2014
Q4
$21.9M Buy
+492,584
New +$21.9M 0.12% 211
2014
Q2
Sell
-313,235
Closed -$8.56M 2187
2014
Q1
$8.56M Buy
+313,235
New +$8.56M 0.08% 311