Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$445K Buy
2,155
+141
+7% +$29.1K 0.01% 788
2021
Q1
$422K Hold
2,014
﹤0.01% 858
2020
Q4
$462K Hold
2,014
0.01% 823
2020
Q3
$371K Hold
2,014
0.01% 834
2020
Q2
$345K Sell
2,014
-942
-32% -$161K ﹤0.01% 1012
2020
Q1
$451K Hold
2,956
0.01% 866
2019
Q4
$499K Hold
2,956
0.01% 942
2019
Q3
$456K Hold
2,956
0.01% 974
2019
Q2
$478K Sell
2,956
-3,006
-50% -$486K 0.01% 982
2019
Q1
$798K Sell
5,962
-244
-4% -$32.7K 0.01% 875
2018
Q4
$618K Buy
6,206
+2,001
+48% +$199K 0.01% 870
2018
Q3
$576K Hold
4,205
0.01% 930
2018
Q2
$568K Sell
4,205
-83
-2% -$11.2K 0.01% 916
2018
Q1
$517K Sell
4,288
-150
-3% -$18.1K 0.01% 924
2017
Q4
$465K Sell
4,438
-780
-15% -$81.7K ﹤0.01% 955
2017
Q3
$576K Sell
5,218
-1,052
-17% -$116K ﹤0.01% 922
2017
Q2
$539K Buy
6,270
+2,670
+74% +$230K ﹤0.01% 907
2017
Q1
$268K Buy
+3,600
New +$268K ﹤0.01% 1137