Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$524K Buy
3,873
+554
+17% +$75K 1.23% 14
2021
Q3
$358K Sell
3,319
-5,498
-62% -$593K 0.58% 43
2021
Q2
$993K Buy
8,817
+650
+8% +$73.2K 0.55% 44
2021
Q1
$884K Sell
8,167
-113
-1% -$12.2K 0.51% 52
2020
Q4
$887K Sell
8,280
-81
-1% -$8.68K 0.48% 44
2020
Q3
$732K Buy
8,361
+527
+7% +$46.1K 0.39% 66
2020
Q2
$769K Buy
7,834
+2,433
+45% +$239K 0.43% 56
2020
Q1
$411K Sell
5,401
-595
-10% -$45.3K 0.24% 107
2019
Q4
$561K Sell
5,996
-3,926
-40% -$367K 0.28% 90
2019
Q3
$749K Buy
9,922
+4,393
+79% +$332K 0.66% 49
2019
Q2
$397K Sell
5,529
-1,250
-18% -$89.8K 0.42% 77
2019
Q1
$546K Buy
6,779
+11
+0.2% +$886 0.71% 47
2018
Q4
$624K Buy
+6,768
New +$624K 0.32% 71