Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$1.79M Sell
50,802
-7,030
-12% -$248K 0.11% 234
2021
Q1
$2.17M Sell
57,832
-22,850
-28% -$856K 0.14% 202
2020
Q4
$1.89M Sell
80,682
-42,069
-34% -$984K 0.13% 163
2020
Q3
$1.86M Sell
122,751
-38,825
-24% -$589K 0.15% 144
2020
Q2
$2.36M Buy
161,576
+30,999
+24% +$454K 0.21% 103
2020
Q1
$1.11M Buy
130,577
+5,075
+4% +$43K 0.13% 172
2019
Q4
$1.96M Sell
125,502
-1,733
-1% -$27.1K 0.18% 168
2019
Q3
$1.71M Sell
127,235
-1,350
-1% -$18.1K 0.17% 167
2019
Q2
$1.46M Buy
128,585
+15,865
+14% +$180K 0.15% 182
2019
Q1
$1.16M Buy
+112,720
New +$1.16M 0.13% 193