Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.34M Buy
6,941
+542
+8% +$105K 0.06% 266
2020
Q4
$1.15M Sell
6,399
-1,889
-23% -$338K 0.06% 268
2020
Q3
$1.18M Buy
8,288
+23
+0.3% +$3.27K 0.07% 238
2020
Q2
$1.17M Sell
8,265
-541
-6% -$76.8K 0.07% 231
2020
Q1
$950K Buy
8,806
+2,480
+39% +$268K 0.07% 225
2019
Q4
$977K Buy
6,326
+128
+2% +$19.8K 0.06% 268
2019
Q3
$926K Buy
6,198
+120
+2% +$17.9K 0.06% 238
2019
Q2
$978K Buy
6,078
+95
+2% +$15.3K 0.06% 255
2019
Q1
$861K Buy
5,983
+28
+0.5% +$4.03K 0.05% 271
2018
Q4
$692K Buy
5,955
+573
+11% +$66.6K 0.05% 288
2018
Q3
$698K Buy
5,382
+2,044
+61% +$265K 0.04% 330
2018
Q2
$333K Buy
3,338
+248
+8% +$24.7K 0.02% 440
2018
Q1
$303K Buy
3,090
+463
+18% +$45.4K 0.02% 453
2017
Q4
$257K Buy
2,627
+421
+19% +$41.2K 0.02% 479
2017
Q3
$210K Buy
2,206
+2
+0.1% +$190 0.01% 506
2017
Q2
$197K Buy
2,204
+88
+4% +$7.87K 0.01% 522
2017
Q1
$170K Buy
+2,116
New +$170K 0.01% 531