Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.48M Buy
9,465
+150
+2% +$23.4K 0.39% 57
2020
Q4
$1.44M Sell
9,315
-50
-0.5% -$7.73K 0.4% 58
2020
Q3
$1.24M Buy
9,365
+165
+2% +$21.8K 0.38% 61
2020
Q2
$1.16M Buy
9,200
+265
+3% +$33.3K 0.39% 62
2020
Q1
$1.07M Buy
8,935
+2,667
+43% +$320K 0.44% 56
2019
Q4
$881K Sell
6,268
-1,085
-15% -$153K 0.3% 90
2019
Q3
$989K Hold
7,353
0.37% 75
2019
Q2
$912K Hold
7,353
0.34% 79
2019
Q1
$868K Sell
7,353
-150
-2% -$17.7K 0.32% 85
2018
Q4
$871K Hold
7,503
0.36% 81
2018
Q3
$932K Hold
7,503
0.33% 82
2018
Q2
$966K Hold
7,503
0.37% 76
2018
Q1
$949K Buy
7,503
+233
+3% +$29.5K 0.38% 73
2017
Q4
$925K Sell
7,270
-400
-5% -$50.9K 0.38% 72
2017
Q3
$914K Hold
7,670
0.4% 74
2017
Q2
$805K Sell
7,670
-50
-0.6% -$5.25K 0.36% 79
2017
Q1
$835K Buy
7,720
+300
+4% +$32.4K 0.37% 76
2016
Q4
$837K Buy
7,420
+4,900
+194% +$553K 0.37% 79
2016
Q3
$292K Buy
+2,520
New +$292K 0.23% 102