Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.36M Sell
21,248
-320
-1% -$20.5K 0.36% 62
2020
Q4
$1.08M Sell
21,568
-1,124
-5% -$56K 0.3% 76
2020
Q3
$1.18M Sell
22,692
-443
-2% -$22.9K 0.36% 65
2020
Q2
$1.38M Buy
23,135
+1,222
+6% +$73.1K 0.46% 50
2020
Q1
$1.19M Sell
21,913
-173
-0.8% -$9.36K 0.49% 48
2019
Q4
$1.32M Sell
22,086
-23
-0.1% -$1.38K 0.45% 57
2019
Q3
$1.14M Buy
22,109
+132
+0.6% +$6.8K 0.42% 65
2019
Q2
$1.05M Sell
21,977
-1,353
-6% -$64.8K 0.39% 71
2019
Q1
$1.25M Buy
23,330
+54
+0.2% +$2.9K 0.47% 55
2018
Q4
$1.09M Sell
23,276
-423
-2% -$19.8K 0.45% 59
2018
Q3
$1.12M Sell
23,699
-469
-2% -$22.2K 0.4% 68
2018
Q2
$1.2M Buy
24,168
+2,781
+13% +$138K 0.46% 56
2018
Q1
$1.05M Buy
21,387
+3,616
+20% +$177K 0.42% 63
2017
Q4
$820K Sell
17,771
-162
-0.9% -$7.48K 0.34% 84
2017
Q3
$683K Sell
17,933
-1,762
-9% -$67.1K 0.3% 90
2017
Q2
$664K Buy
19,695
+449
+2% +$15.1K 0.29% 93
2017
Q1
$696K Buy
19,246
+199
+1% +$7.2K 0.31% 92
2016
Q4
$673K Buy
19,047
+2,801
+17% +$99K 0.3% 92
2016
Q3
$613K Buy
+16,246
New +$613K 0.49% 64