Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-13,757
Closed -$204K 119
2021
Q2
$204K Buy
13,757
+834
+6% +$12.4K 0.11% 188
2021
Q1
$158K Buy
+12,923
New +$158K 0.09% 190
2020
Q4
Sell
-13,352
Closed -$88K 492
2020
Q3
$88K Buy
13,352
+281
+2% +$1.85K 0.05% 201
2020
Q2
$79.5K Buy
+13,071
New +$79.5K 0.04% 160
2019
Q4
Sell
-38,958
Closed -$356K 232
2019
Q3
$356K Buy
38,958
+6,423
+20% +$58.7K 0.31% 108
2019
Q2
$332K Buy
32,535
+6,629
+26% +$67.6K 0.35% 94
2019
Q1
$227K Buy
25,906
+5,418
+26% +$47.5K 0.3% 105
2018
Q4
$157K Buy
+20,488
New +$157K 0.08% 190