Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$276K Hold
2,246
0.07% 201
2020
Q4
$293K Sell
2,246
-325
-13% -$42.4K 0.08% 190
2020
Q3
$401K Hold
2,571
0.12% 139
2020
Q2
$360K Hold
2,571
0.12% 145
2020
Q1
$284K Sell
2,571
-145
-5% -$16K 0.12% 146
2019
Q4
$364K Hold
2,716
0.13% 146
2019
Q3
$320K Hold
2,716
0.12% 156
2019
Q2
$372K Hold
2,716
0.14% 143
2019
Q1
$314K Sell
2,716
-250
-8% -$28.9K 0.12% 153
2018
Q4
$295K Sell
2,966
-200
-6% -$19.9K 0.12% 151
2018
Q3
$389K Hold
3,166
0.14% 142
2018
Q2
$366K Hold
3,166
0.14% 150
2018
Q1
$327K Buy
3,166
+96
+3% +$9.92K 0.13% 148
2017
Q4
$345K Sell
3,070
-500
-14% -$56.2K 0.14% 132
2017
Q3
$391K Sell
3,570
-2,365
-40% -$259K 0.17% 123
2017
Q2
$621K Sell
5,935
-1,756
-23% -$184K 0.28% 95
2017
Q1
$770K Sell
7,691
-1,700
-18% -$170K 0.34% 86
2016
Q4
$861K Buy
9,391
+1,131
+14% +$104K 0.38% 76
2016
Q3
$755K Buy
+8,260
New +$755K 0.6% 53