Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$373K Sell
1,095
-82
-7% -$27.9K 0.06% 141
2021
Q2
$408K Buy
1,177
+2
+0.2% +$693 0.06% 141
2021
Q1
$399K Hold
1,175
0.07% 139
2020
Q4
$427K Hold
1,175
0.08% 134
2020
Q3
$384K Hold
1,175
0.08% 133
2020
Q2
$343K Buy
1,175
+100
+9% +$29.2K 0.07% 127
2020
Q1
$250K Sell
1,075
-550
-34% -$128K 0.06% 130
2019
Q4
$418K Sell
1,625
-150
-8% -$38.6K 0.08% 124
2019
Q3
$393K Hold
1,775
0.08% 123
2019
Q2
$364K Hold
1,775
0.07% 131
2019
Q1
$324K Hold
1,775
0.06% 129
2018
Q4
$254K Buy
+1,775
New +$254K 0.05% 142