Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$436K Buy
2,203
+39
+2% +$7.72K 0.12% 150
2020
Q4
$382K Sell
2,164
-179
-8% -$31.6K 0.11% 154
2020
Q3
$369K Buy
2,343
+2
+0.1% +$315 0.11% 147
2020
Q2
$281K Buy
+2,341
New +$281K 0.09% 174
2020
Q1
Sell
-1,966
Closed -$252K 206
2019
Q4
$252K Sell
1,966
-97
-5% -$12.4K 0.09% 184
2019
Q3
$221K Buy
+2,063
New +$221K 0.08% 188
2017
Q2
Sell
-4,350
Closed -$243K 170
2017
Q1
$243K Sell
4,350
-1,115
-20% -$62.3K 0.11% 153
2016
Q4
$359K Buy
5,465
+715
+15% +$47K 0.16% 123
2016
Q3
$326K Buy
+4,750
New +$326K 0.26% 97