Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.41M Sell
61,867
-162
-0.3% -$3.7K 0.38% 61
2020
Q4
$1.35M Sell
62,029
-4,306
-6% -$93.5K 0.38% 63
2020
Q3
$1.43M Sell
66,335
-5,791
-8% -$125K 0.44% 50
2020
Q2
$1.65M Sell
72,126
-2,701
-4% -$61.6K 0.55% 44
2020
Q1
$1.65M Sell
74,827
-7,454
-9% -$164K 0.68% 37
2019
Q4
$2.43M Buy
82,281
+488
+0.6% +$14.4K 0.84% 33
2019
Q3
$2.34M Buy
81,793
+7,593
+10% +$217K 0.87% 32
2019
Q2
$1.88M Sell
74,200
-2,750
-4% -$69.6K 0.7% 38
2019
Q1
$1.82M Sell
76,950
-1,093
-1% -$25.9K 0.68% 40
2018
Q4
$1.68M Sell
78,043
-172
-0.2% -$3.71K 0.7% 37
2018
Q3
$1.98M Sell
78,215
-9,340
-11% -$237K 0.7% 38
2018
Q2
$2.12M Buy
87,555
+20,440
+30% +$496K 0.81% 33
2018
Q1
$1.78M Buy
67,115
+14,877
+28% +$394K 0.72% 37
2017
Q4
$1.53M Buy
52,238
+3,351
+7% +$98.4K 0.63% 41
2017
Q3
$1.45M Buy
48,887
+327
+0.7% +$9.67K 0.63% 43
2017
Q2
$1.38M Buy
48,560
+320
+0.7% +$9.11K 0.61% 49
2017
Q1
$1.46M Sell
48,240
-827
-2% -$25.1K 0.65% 46
2016
Q4
$1.53M Buy
49,067
+39,606
+419% +$1.24M 0.67% 45
2016
Q3
$290K Buy
+9,461
New +$290K 0.23% 103