Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,618
Closed -$206K 156
2021
Q1
$206K Buy
4,618
+180
+4% +$8.03K 0.07% 144
2020
Q4
$204K Sell
4,438
-194
-4% -$8.92K 0.07% 131
2020
Q3
$218K Buy
4,632
+50
+1% +$2.35K 0.09% 98
2020
Q2
$233K Buy
4,582
+61
+1% +$3.1K 0.11% 82
2020
Q1
$214K Sell
4,521
-152
-3% -$7.2K 0.12% 94
2019
Q4
$274K Buy
4,673
+43
+0.9% +$2.52K 0.13% 91
2019
Q3
$247K Buy
+4,630
New +$247K 0.15% 85
2019
Q2
Sell
-3,897
Closed -$204K 103
2019
Q1
$204K Sell
3,897
-291
-7% -$15.2K 0.12% 102
2018
Q4
$200K Buy
+4,188
New +$200K 0.14% 93