Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.65M Sell
13,855
-150
-1% -$17.8K 0.44% 47
2020
Q4
$1.53M Sell
14,005
-445
-3% -$48.7K 0.43% 50
2020
Q3
$1.17M Sell
14,450
-460
-3% -$37.3K 0.36% 66
2020
Q2
$853K Buy
14,910
+710
+5% +$40.6K 0.28% 80
2020
Q1
$684K Buy
14,200
+172
+1% +$8.29K 0.28% 86
2019
Q4
$815K Sell
14,028
-800
-5% -$46.5K 0.28% 96
2019
Q3
$694K Hold
14,828
0.26% 98
2019
Q2
$600K Sell
14,828
-1,862
-11% -$75.3K 0.22% 101
2019
Q1
$684K Sell
16,690
-2,300
-12% -$94.3K 0.25% 95
2018
Q4
$701K Sell
18,990
-16,031
-46% -$592K 0.29% 92
2018
Q3
$1.55M Sell
35,021
-1,205
-3% -$53.2K 0.55% 46
2018
Q2
$1.37M Hold
36,226
0.52% 49
2018
Q1
$1.54M Buy
36,226
+713
+2% +$30.3K 0.62% 41
2017
Q4
$1.41M Sell
35,513
-1,500
-4% -$59.5K 0.58% 46
2017
Q3
$1.39M Buy
+37,013
New +$1.39M 0.6% 46