Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$421K Buy
9,917
+124
+1% +$5.26K 0.03% 191
2021
Q3
$383K Buy
9,793
+4,476
+84% +$175K 0.03% 204
2021
Q2
$227K Sell
5,317
-211
-4% -$9.01K 0.02% 298
2021
Q1
$264K Buy
+5,528
New +$264K 0.02% 233
2020
Q3
Sell
-7,516
Closed -$274K 277
2020
Q2
$274K Sell
7,516
-11,684
-61% -$426K 0.03% 228
2020
Q1
$816K Buy
19,200
+1,174
+7% +$49.9K 0.09% 136
2019
Q4
$867K Buy
18,026
+1,252
+7% +$60.2K 0.08% 153
2019
Q3
$813K Sell
16,774
-153
-0.9% -$7.42K 0.08% 141
2019
Q2
$755K Buy
16,927
+359
+2% +$16K 0.08% 146
2019
Q1
$673K Buy
16,568
+2,812
+20% +$114K 0.07% 160
2018
Q4
$584K Sell
13,756
-143
-1% -$6.07K 0.07% 162
2018
Q3
$703K Buy
13,899
+1,713
+14% +$86.6K 0.07% 155
2018
Q2
$642K Sell
12,186
-161
-1% -$8.48K 0.07% 173
2018
Q1
$633K Buy
12,347
+797
+7% +$40.9K 0.07% 153
2017
Q4
$595K Buy
+11,550
New +$595K 0.07% 169