Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,067
Closed -$1.49M 173
2020
Q4
$1.49M Buy
6,067
+130
+2% +$31.8K 0.36% 104
2020
Q3
$1.69M Buy
5,937
+306
+5% +$86.8K 0.46% 87
2020
Q2
$1.51M Buy
5,631
+27
+0.5% +$7.23K 0.44% 83
2020
Q1
$1.77M Buy
5,604
+157
+3% +$49.7K 0.67% 49
2019
Q4
$1.62M Buy
5,447
+190
+4% +$56.4K 0.5% 73
2019
Q3
$1.22M Buy
5,257
+4,105
+356% +$956K 0.43% 91
2019
Q2
$269K Buy
1,152
+271
+31% +$63.3K 0.11% 157
2019
Q1
$208K Sell
881
-738
-46% -$174K 0.08% 160
2018
Q4
$487K Buy
1,619
+165
+11% +$49.6K 0.23% 118
2018
Q3
$514K Buy
1,454
+67
+5% +$23.7K 0.23% 118
2018
Q2
$403K Sell
1,387
-112
-7% -$32.5K 0.2% 119
2018
Q1
$411K Buy
1,499
+250
+20% +$68.5K 0.18% 122
2017
Q4
$397K Buy
+1,249
New +$397K 0.21% 115