Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$401K Buy
5,759
+2,388
+71% +$166K 0.06% 159
2021
Q2
$235K Buy
3,371
+612
+22% +$42.7K 0.04% 206
2021
Q1
$168K Buy
2,759
+455
+20% +$27.7K 0.04% 214
2020
Q4
$115K Buy
2,304
+48
+2% +$2.4K 0.03% 232
2020
Q3
$116K Sell
2,256
-123
-5% -$6.32K 0.03% 209
2020
Q2
$124K Buy
2,379
+141
+6% +$7.35K 0.03% 197
2020
Q1
$66K Buy
2,238
+131
+6% +$3.86K 0.02% 249
2019
Q4
$76K Sell
2,107
-82
-4% -$2.96K 0.02% 258
2019
Q3
$85K Buy
2,189
+1
+0% +$39 0.03% 227
2019
Q2
$86K Buy
2,188
+147
+7% +$5.78K 0.03% 226
2019
Q1
$75K Buy
2,041
+544
+36% +$20K 0.03% 229
2018
Q4
$41K Buy
+1,497
New +$41K 0.02% 273