Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$76K Hold
2,885
0.02% 235
2021
Q2
$76K Hold
2,885
0.02% 244
2021
Q1
$70K Sell
2,885
-1,500
-34% -$36.4K 0.02% 246
2020
Q4
$90K Buy
4,385
+500
+13% +$10.3K 0.02% 224
2020
Q3
$68K Sell
3,885
-1,050
-21% -$18.4K 0.02% 235
2020
Q2
$115K Sell
4,935
-400
-7% -$9.32K 0.03% 197
2020
Q1
$130K Hold
5,335
0.05% 175
2019
Q4
$202K Buy
5,335
+250
+5% +$9.47K 0.06% 153
2019
Q3
$193K Sell
5,085
-4,448
-47% -$169K 0.06% 155
2019
Q2
$391K Sell
9,533
-122
-1% -$5K 0.12% 115
2019
Q1
$415K Sell
9,655
-168
-2% -$7.22K 0.13% 110
2018
Q4
$361K Buy
9,823
+376
+4% +$13.8K 0.13% 111
2018
Q3
$416K Sell
9,447
-2,041
-18% -$89.9K 0.13% 113
2018
Q2
$494K Sell
11,488
-257
-2% -$11.1K 0.16% 107
2018
Q1
$442K Buy
11,745
+1,400
+14% +$52.7K 0.15% 113
2017
Q4
$398K Sell
10,345
-378
-4% -$14.5K 0.13% 119
2017
Q3
$371K Sell
10,723
-410
-4% -$14.2K 0.12% 122
2017
Q2
$342K Sell
11,133
-329
-3% -$10.1K 0.11% 134
2017
Q1
$345K Sell
11,462
-205
-2% -$6.17K 0.12% 134
2016
Q4
$374K Sell
11,667
-450
-4% -$14.4K 0.13% 124
2016
Q3
$359K Buy
12,117
+5,230
+76% +$155K 0.13% 127
2016
Q2
$206K Buy
6,887
+2,436
+55% +$72.9K 0.08% 165
2016
Q1
$113K Buy
4,451
+1,438
+48% +$36.5K 0.04% 208
2015
Q4
$80K Hold
3,013
0.03% 231
2015
Q3
$77K Sell
3,013
-177
-6% -$4.52K 0.03% 238
2015
Q2
$107K Sell
3,190
-45
-1% -$1.51K 0.04% 221
2015
Q1
$105K Sell
3,235
-1
-0% -$32 0.04% 223
2014
Q4
$102K Sell
3,236
-737
-19% -$23.2K 0.04% 219
2014
Q3
$143K Sell
3,973
-489
-11% -$17.6K 0.06% 188
2014
Q2
$192K Sell
4,462
-61
-1% -$2.63K 0.07% 176
2014
Q1
$178K Sell
4,523
-843
-16% -$33.2K 0.07% 181
2013
Q4
$213K Buy
5,366
+612
+13% +$24.3K 0.09% 161
2013
Q3
$163K Sell
4,754
-153
-3% -$5.25K 0.07% 171
2013
Q2
$168K Buy
+4,907
New +$168K 0.08% 161