Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$391K Sell
5,595
-84
-1% -$5.87K ﹤0.01% 839
2021
Q1
$402K Hold
5,679
﹤0.01% 879
2020
Q4
$402K Sell
5,679
-1,107
-16% -$78.4K ﹤0.01% 881
2020
Q3
$433K Buy
6,786
+401
+6% +$25.6K 0.01% 765
2020
Q2
$362K Sell
6,385
-381
-6% -$21.6K 0.01% 999
2020
Q1
$313K Hold
6,766
0.01% 956
2019
Q4
$440K Buy
6,766
+618
+10% +$40.2K ﹤0.01% 982
2019
Q3
$353K Hold
6,148
﹤0.01% 1041
2019
Q2
$420K Hold
6,148
﹤0.01% 1020
2019
Q1
$432K Sell
6,148
-18
-0.3% -$1.27K ﹤0.01% 1021
2018
Q4
$350K Sell
6,166
-598
-9% -$33.9K ﹤0.01% 994
2018
Q3
$477K Hold
6,764
﹤0.01% 966
2018
Q2
$436K Sell
6,764
-19
-0.3% -$1.23K ﹤0.01% 984
2018
Q1
$440K Hold
6,783
﹤0.01% 966
2017
Q4
$411K Hold
6,783
﹤0.01% 986
2017
Q3
$402K Hold
6,783
﹤0.01% 1015
2017
Q2
$360K Buy
6,783
+16
+0.2% +$849 ﹤0.01% 1022
2017
Q1
$341K Hold
6,767
﹤0.01% 1070
2016
Q4
$304K Hold
6,767
﹤0.01% 1018
2016
Q3
$288K Buy
+6,767
New +$288K ﹤0.01% 1018