Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-786
Closed -$87K 389
2021
Q1
$87K Buy
+786
New +$87K 0.02% 275
2020
Q2
$78K Buy
780
+3
+0.4% +$300 0.03% 247
2020
Q1
$63K Buy
777
+2
+0.3% +$162 0.02% 245
2019
Q4
$77K Buy
775
+3
+0.4% +$298 0.02% 262
2019
Q3
$68K Buy
772
+2
+0.3% +$176 0.02% 276
2019
Q2
$64K Buy
770
+3
+0.4% +$249 0.02% 283
2019
Q1
$59K Sell
767
-115
-13% -$8.85K 0.02% 276
2018
Q4
$57K Buy
882
+1
+0.1% +$65 0.03% 261
2018
Q3
$67K Buy
881
+1
+0.1% +$76 0.03% 256
2018
Q2
$68K Buy
880
+3
+0.3% +$232 0.04% 237
2018
Q1
$58K Buy
877
+1
+0.1% +$66 0.03% 249
2017
Q4
$72K Buy
+876
New +$72K 0.05% 190