Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$513K Sell
9,220
-31
-0.3% -$1.73K 0.03% 390
2021
Q1
$469K Sell
9,251
-6,339
-41% -$321K 0.03% 392
2020
Q4
$598K Sell
15,590
-929
-6% -$35.6K 0.04% 308
2020
Q3
$429K Sell
16,519
-460
-3% -$11.9K 0.03% 314
2020
Q2
$564K Sell
16,979
-764
-4% -$25.4K 0.05% 274
2020
Q1
$387K Sell
17,743
-40,148
-69% -$876K 0.04% 289
2019
Q4
$4.38M Buy
57,891
+42,388
+273% +$3.21M 0.39% 81
2019
Q3
$1.14M Buy
15,503
+360
+2% +$26.5K 0.11% 215
2019
Q2
$1.04M Buy
15,143
+7,405
+96% +$510K 0.11% 227
2019
Q1
$540K Buy
7,738
+2,293
+42% +$160K 0.06% 270
2018
Q4
$294K Buy
5,445
+740
+16% +$40K 0.04% 340
2018
Q3
$319K Sell
4,705
-1,680
-26% -$114K 0.03% 377
2018
Q2
$446K Buy
6,385
+49
+0.8% +$3.42K 0.05% 314
2018
Q1
$361K Buy
6,336
+251
+4% +$14.3K 0.04% 338
2017
Q4
$325K Buy
+6,085
New +$325K 0.04% 354