Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-10,128
Closed -$90K 752
2021
Q1
$90K Buy
+10,128
New +$90K 0.01% 760
2019
Q2
Sell
-12,752
Closed -$146K 669
2019
Q1
$146K Buy
12,752
+900
+8% +$10.3K 0.02% 660
2018
Q4
$78K Sell
11,852
-971
-8% -$6.39K 0.01% 707
2018
Q3
$136K Sell
12,823
-2,100
-14% -$22.3K 0.01% 714
2018
Q2
$209K Sell
14,923
-1,800
-11% -$25.2K 0.02% 688
2018
Q1
$306K Sell
16,723
-500
-3% -$9.15K 0.02% 641
2017
Q4
$342K Sell
17,223
-760
-4% -$15.1K 0.02% 644
2017
Q3
$297K Buy
17,983
+41
+0.2% +$677 0.02% 669
2017
Q2
$337K Sell
17,942
-1,274
-7% -$23.9K 0.02% 595
2017
Q1
$348K Buy
19,216
+2,388
+14% +$43.2K 0.02% 561
2016
Q4
$308K Buy
+16,828
New +$308K 0.03% 547