Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$35K Sell
682
-109
-14% -$5.59K ﹤0.01% 462
2021
Q3
$40K Buy
791
+109
+16% +$5.51K ﹤0.01% 412
2021
Q2
$34K Sell
682
-137
-17% -$6.83K ﹤0.01% 436
2021
Q1
$37K Buy
819
+137
+20% +$6.19K ﹤0.01% 415
2020
Q4
$29K Sell
682
-56
-8% -$2.38K ﹤0.01% 413
2020
Q3
$31K Sell
738
-379
-34% -$15.9K ﹤0.01% 371
2020
Q2
$47K Hold
1,117
0.01% 316
2020
Q1
$46K Hold
1,117
0.01% 308
2019
Q4
$52K Buy
1,117
+56
+5% +$2.61K 0.01% 330
2019
Q3
$51K Sell
1,061
-95
-8% -$4.57K 0.01% 342
2019
Q2
$53K Sell
1,156
-63
-5% -$2.89K 0.01% 349
2019
Q1
$54K Sell
1,219
-205
-14% -$9.08K 0.01% 340
2018
Q4
$56K Sell
1,424
-16
-1% -$629 0.01% 308
2018
Q3
$58K Sell
1,440
-1,814
-56% -$73.1K 0.01% 335
2018
Q2
$132K Sell
3,254
-29,435
-90% -$1.19M 0.02% 192
2018
Q1
$1.41M Buy
32,689
+2,804
+9% +$121K 0.2% 85
2017
Q4
$1.44M Buy
29,885
+1,580
+6% +$75.9K 0.2% 80
2017
Q3
$1.33M Buy
28,305
+678
+2% +$31.8K 0.2% 79
2017
Q2
$1.24M Buy
27,627
+2,552
+10% +$115K 0.19% 84
2017
Q1
$1.11M Buy
25,075
+2,100
+9% +$93K 0.18% 84
2016
Q4
$993K Buy
22,975
+660
+3% +$28.5K 0.17% 81
2016
Q3
$1.03M Buy
22,315
+1,605
+8% +$74.1K 0.18% 74
2016
Q2
$980K Buy
20,710
+2,135
+11% +$101K 0.18% 73
2016
Q1
$846K Buy
18,575
+505
+3% +$23K 0.14% 64
2015
Q4
$698K Sell
18,070
-1,345
-7% -$52K 0.12% 70
2015
Q3
$795K Buy
19,415
+2,330
+14% +$95.4K 0.14% 92
2015
Q2
$726K Buy
17,085
+3,248
+23% +$138K 0.13% 91
2015
Q1
$586K Buy
13,837
+5,195
+60% +$220K 0.1% 101
2014
Q4
$396K Buy
8,642
+8,572
+12,246% +$393K 0.09% 96
2014
Q3
$3K Hold
70
﹤0.01% 704
2014
Q2
$3K Sell
70
-183
-72% -$7.84K ﹤0.01% 739
2014
Q1
$11K Sell
253
-31
-11% -$1.35K ﹤0.01% 538
2013
Q4
$12K Buy
284
+31
+12% +$1.31K ﹤0.01% 490
2013
Q3
$11K Hold
253
﹤0.01% 446
2013
Q2
$10K Buy
+253
New +$10K ﹤0.01% 466