Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$498K Sell
1,954
-41
-2% -$10.4K 0.13% 139
2020
Q4
$427K Sell
1,995
-694
-26% -$149K 0.12% 146
2020
Q3
$444K Sell
2,689
-202
-7% -$33.4K 0.14% 133
2020
Q2
$530K Sell
2,891
-268
-8% -$49.1K 0.18% 111
2020
Q1
$471K Buy
3,159
+268
+9% +$40K 0.2% 107
2019
Q4
$942K Buy
2,891
+6
+0.2% +$1.96K 0.32% 85
2019
Q3
$1.1M Sell
2,885
-3,456
-55% -$1.32M 0.41% 67
2019
Q2
$2.31M Buy
6,341
+1
+0% +$364 0.86% 30
2019
Q1
$2.42M Buy
6,340
+61
+1% +$23.3K 0.9% 27
2018
Q4
$2.03M Buy
6,279
+397
+7% +$128K 0.84% 30
2018
Q3
$2.19M Buy
5,882
+98
+2% +$36.4K 0.77% 35
2018
Q2
$1.94M Buy
5,784
+3,936
+213% +$1.32M 0.74% 36
2018
Q1
$596K Buy
1,848
+1,026
+125% +$331K 0.24% 100
2017
Q4
$242K Buy
+822
New +$242K 0.1% 157