Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.38M Sell
60,221
-10,635
-15% -$244K ﹤0.01% 1219
2020
Q4
$1.28M Buy
70,856
+2,143
+3% +$38.7K ﹤0.01% 1190
2020
Q3
$1.19M Buy
68,713
+18,441
+37% +$320K ﹤0.01% 1156
2020
Q2
$1.04M Buy
50,272
+1,715
+4% +$35.6K ﹤0.01% 1165
2020
Q1
$682K Sell
48,557
-6,089
-11% -$85.5K ﹤0.01% 1148
2019
Q4
$917K Sell
54,646
-3,462
-6% -$58.1K ﹤0.01% 1240
2019
Q3
$962K Buy
58,108
+9,094
+19% +$151K ﹤0.01% 1227
2019
Q2
$863K Hold
49,014
﹤0.01% 1255
2019
Q1
$946K Hold
49,014
﹤0.01% 1199
2018
Q4
$827 Buy
49,014
+9,600
+24% +$162 ﹤0.01% 1181
2018
Q3
$942K Buy
39,414
+5,600
+17% +$134K ﹤0.01% 1232
2018
Q2
$845K Buy
33,814
+1,200
+4% +$30K ﹤0.01% 1280
2018
Q1
$670K Hold
32,614
﹤0.01% 1243
2017
Q4
$689K Buy
+32,614
New +$689K ﹤0.01% 1246