Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,098
Closed -$222K 129
2020
Q4
$222K Buy
1,098
+4
+0.4% +$809 0.07% 114
2020
Q3
$230K Buy
1,094
+3
+0.3% +$631 0.09% 109
2020
Q2
$239K Buy
+1,091
New +$239K 0.09% 106
2019
Q2
Sell
-1,274
Closed -$204K 137
2019
Q1
$204K Sell
1,274
-390
-23% -$62.4K 0.08% 128
2018
Q4
$256K Sell
1,664
-215
-11% -$33.1K 0.15% 98
2018
Q3
$283K Sell
1,879
-151
-7% -$22.7K 0.16% 93
2018
Q2
$274K Buy
2,030
+9
+0.4% +$1.22K 0.12% 109
2018
Q1
$261K Buy
+2,021
New +$261K 0.12% 117
2017
Q3
Sell
-1,938
Closed -$259K 74
2017
Q2
$259K Buy
1,938
+69
+4% +$9.22K 0.13% 118
2017
Q1
$252K Buy
1,869
+5
+0.3% +$674 0.13% 117
2016
Q4
$221K Buy
+1,864
New +$221K 0.12% 127