Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$456K Hold
11,380
0.03% 409
2021
Q1
$414K Sell
11,380
-1,000
-8% -$36.4K 0.03% 407
2020
Q4
$396K Sell
12,380
-179
-1% -$5.73K 0.03% 363
2020
Q3
$367K Sell
12,559
-1,000
-7% -$29.2K 0.03% 343
2020
Q2
$412K Hold
13,559
0.04% 306
2020
Q1
$394K Buy
13,559
+1,675
+14% +$48.7K 0.05% 286
2019
Q4
$473K Sell
11,884
-123
-1% -$4.9K 0.04% 333
2019
Q3
$421K Hold
12,007
0.04% 329
2019
Q2
$433K Sell
12,007
-706
-6% -$25.5K 0.04% 318
2019
Q1
$461K Buy
12,713
+906
+8% +$32.9K 0.05% 288
2018
Q4
$367K Buy
11,807
+212
+2% +$6.59K 0.05% 303
2018
Q3
$374K Hold
11,595
0.04% 355
2018
Q2
$414K Hold
11,595
0.04% 323
2018
Q1
$365K Hold
11,595
0.04% 335
2017
Q4
$453K Sell
11,595
-1,672
-13% -$65.3K 0.05% 311
2017
Q3
$528K Hold
13,267
0.07% 278
2017
Q2
$528K Buy
13,267
+2,613
+25% +$104K 0.07% 279
2017
Q1
$446K Buy
+10,654
New +$446K 0.07% 280