Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-7,037
Closed -$2.05M 476
2021
Q2
$2.05M Sell
7,037
-273
-4% -$79.6K 0.16% 92
2021
Q1
$1.78M Sell
7,310
-1,457
-17% -$354K 0.15% 94
2020
Q4
$2.05M Sell
8,767
-147
-2% -$34.4K 0.2% 81
2020
Q3
$1.76M Buy
+8,914
New +$1.76M 0.18% 92
2020
Q1
Sell
-64,089
Closed -$6.93M 539
2019
Q4
$6.93M Buy
64,089
+1,224
+2% +$132K 0.61% 58
2019
Q3
$6.51M Buy
+62,865
New +$6.51M 0.64% 58
2019
Q1
Sell
-74,647
Closed -$6.28M 491
2018
Q4
$6.28M Sell
74,647
-1,509
-2% -$127K 0.72% 42
2018
Q3
$6.69M Sell
76,156
-5,067
-6% -$445K 0.69% 53
2018
Q2
$6.76M Sell
81,223
-428
-0.5% -$35.6K 0.72% 47
2018
Q1
$6.2M Sell
81,651
-16,274
-17% -$1.23M 0.7% 52
2017
Q4
$7.21M Buy
+97,925
New +$7.21M 0.83% 35