Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$217K Buy
1,124
+24
+2% +$4.63K 0.06% 220
2020
Q4
$222K Hold
1,100
0.06% 211
2020
Q3
$231K Hold
1,100
0.07% 195
2020
Q2
$241K Buy
+1,100
New +$241K 0.08% 190
2019
Q1
Sell
-1,472
Closed -$227K 202
2018
Q4
$227K Buy
1,472
+22
+2% +$3.39K 0.09% 179
2018
Q3
$218K Buy
+1,450
New +$218K 0.08% 199
2018
Q1
Sell
-1,650
Closed -$245K 192
2017
Q4
$245K Sell
1,650
-83
-5% -$12.3K 0.1% 154
2017
Q3
$229K Hold
1,733
0.1% 153
2017
Q2
$230K Hold
1,733
0.1% 153
2017
Q1
$233K Sell
1,733
-50
-3% -$6.72K 0.1% 157
2016
Q4
$226K Hold
1,783
0.1% 158
2016
Q3
$223K Buy
+1,783
New +$223K 0.18% 121