Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-367,773
Closed -$15.9M 2772
2021
Q2
$15.9M Sell
367,773
-38,717
-10% -$1.68M 0.01% 953
2021
Q1
$18.7M Sell
406,490
-129,250
-24% -$5.95M 0.01% 876
2020
Q4
$23.6M Sell
535,740
-47,000
-8% -$2.07M 0.01% 802
2020
Q3
$19.1M Buy
582,740
+6,750
+1% +$221K 0.01% 780
2020
Q2
$15.3M Buy
575,990
+81,525
+16% +$2.16M 0.01% 811
2020
Q1
$10.5M Buy
494,465
+89,000
+22% +$1.89M 0.01% 851
2019
Q4
$14.2M Sell
405,465
-155,848
-28% -$5.46M 0.01% 849
2019
Q3
$14.9M Buy
561,313
+7,968
+1% +$212K 0.01% 840
2019
Q2
$14.2M Sell
553,345
-102,203
-16% -$2.62M 0.01% 848
2019
Q1
$19.7M Sell
655,548
-461,472
-41% -$13.8M 0.01% 745
2018
Q4
$31.9M Sell
1,117,020
-437,150
-28% -$12.5M 0.03% 587
2018
Q3
$59.7M Buy
1,554,170
+73,307
+5% +$2.82M 0.04% 433
2018
Q2
$67.7M Sell
1,480,863
-43,270
-3% -$1.98M 0.05% 392
2018
Q1
$74.9M Sell
1,524,133
-15,755
-1% -$774K 0.06% 352
2017
Q4
$64.2M Sell
1,539,888
-885,065
-36% -$36.9M 0.05% 371
2017
Q3
$102M Sell
2,424,953
-475,410
-16% -$20M 0.09% 243
2017
Q2
$125M Sell
2,900,363
-45,215
-2% -$1.95M 0.12% 198
2017
Q1
$97.8M Buy
2,945,578
+519,443
+21% +$17.2M 0.1% 225
2016
Q4
$80.8M Sell
2,426,135
-107,203
-4% -$3.57M 0.09% 245
2016
Q3
$76M Buy
2,533,338
+366,703
+17% +$11M 0.08% 266
2016
Q2
$60.3M Sell
2,166,635
-356,875
-14% -$9.93M 0.07% 311
2016
Q1
$86.6M Buy
2,523,510
+1,316,430
+109% +$45.2M 0.1% 227
2015
Q4
$41.7M Sell
1,207,080
-108,222
-8% -$3.74M 0.05% 416
2015
Q3
$42.3M Buy
1,315,302
+9,399
+0.7% +$302K 0.05% 421
2015
Q2
$38.2M Buy
1,305,903
+42,971
+3% +$1.26M 0.04% 493
2015
Q1
$34.6M Sell
1,262,932
-97,771
-7% -$2.68M 0.03% 530
2014
Q4
$39.8M Sell
1,360,703
-191,412
-12% -$5.6M 0.04% 490
2014
Q3
$35.9M Sell
1,552,115
-716,396
-32% -$16.6M 0.04% 523
2014
Q2
$51.9M Sell
2,268,511
-80,669
-3% -$1.85M 0.05% 391
2014
Q1
$56.7M Buy
2,349,180
+210,110
+10% +$5.07M 0.06% 339
2013
Q4
$41.2M Sell
2,139,070
-81,712
-4% -$1.57M 0.05% 403
2013
Q3
$45.3M Sell
2,220,782
-181,579
-8% -$3.71M 0.06% 348
2013
Q2
$50.8M Buy
+2,402,361
New +$50.8M 0.07% 309