Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-677
Closed -$8K 1183
2020
Q2
$8K Sell
677
-421
-38% -$4.98K ﹤0.01% 1250
2020
Q1
$9K Buy
1,098
+102
+10% +$836 ﹤0.01% 1593
2019
Q4
$25K Sell
996
-2,577
-72% -$64.7K ﹤0.01% 1073
2019
Q3
$76K Sell
3,573
-413
-10% -$8.79K ﹤0.01% 817
2019
Q2
$87K Sell
3,986
-1,876
-32% -$40.9K ﹤0.01% 729
2019
Q1
$156K Sell
5,862
-2,697
-32% -$71.8K ﹤0.01% 626
2018
Q4
$219K Sell
8,559
-1,291
-13% -$33K ﹤0.01% 546
2018
Q3
$424K Buy
9,850
+1,694
+21% +$72.9K 0.01% 475
2018
Q2
$355K Buy
8,156
+198
+2% +$8.62K 0.01% 477
2018
Q1
$292K Sell
7,958
-495
-6% -$18.2K ﹤0.01% 500
2017
Q4
$306K Sell
8,453
-3,100
-27% -$112K 0.01% 492
2017
Q3
$412K Buy
+11,553
New +$412K 0.01% 435
2017
Q2
Sell
-5,020
Closed -$202K 998
2017
Q1
$202K Sell
5,020
-1,488
-23% -$59.9K ﹤0.01% 528
2016
Q4
$244K Sell
6,508
-4,751
-42% -$178K 0.01% 473
2016
Q3
$416K Sell
11,259
-565
-5% -$20.9K 0.01% 361
2016
Q2
$393K Buy
11,824
+630
+6% +$20.9K 0.01% 375
2016
Q1
$345K Buy
11,194
+1,848
+20% +$57K 0.01% 388
2015
Q4
$311K Buy
9,346
+3,942
+73% +$131K 0.01% 388
2015
Q3
$207K Sell
5,404
-1,473
-21% -$56.4K 0.01% 423
2015
Q2
$334K Sell
6,877
-494
-7% -$24K 0.01% 377
2015
Q1
$367K Sell
7,371
-880
-11% -$43.8K 0.01% 383
2014
Q4
$539K Sell
8,251
-3,660
-31% -$239K 0.01% 344
2014
Q3
$913K Sell
11,911
-96
-0.8% -$7.36K 0.03% 276
2014
Q2
$986K Sell
12,007
-7,699
-39% -$632K 0.03% 246
2014
Q1
$1.4M Sell
19,706
-40,709
-67% -$2.88M 0.04% 191
2013
Q4
$4.34M Buy
60,415
+240
+0.4% +$17.3K 0.13% 109
2013
Q3
$4.26M Sell
60,175
-21,329
-26% -$1.51M 0.13% 105
2013
Q2
$5.06M Buy
+81,504
New +$5.06M 0.16% 91