Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$279K Sell
10,192
-550
-5% -$15.1K 0.34% 61
2021
Q2
$284K Sell
10,742
-878
-8% -$23.2K 0.33% 65
2021
Q1
$283K Sell
11,620
-766
-6% -$18.7K 0.33% 65
2020
Q4
$254K Sell
12,386
-4,625
-27% -$94.8K 0.29% 67
2020
Q3
$297K Sell
17,011
-16
-0.1% -$279 0.35% 63
2020
Q2
$397K Sell
17,027
-711
-4% -$16.6K 0.47% 55
2020
Q1
$433K Sell
17,738
-150
-0.8% -$3.66K 0.52% 54
2019
Q4
$675K Sell
17,888
-26
-0.1% -$981 0.6% 52
2019
Q3
$681K Sell
17,914
-302
-2% -$11.5K 0.64% 51
2019
Q2
$747K Sell
18,216
-10
-0.1% -$410 0.72% 47
2019
Q1
$784K Sell
18,226
-268
-1% -$11.5K 0.76% 46
2018
Q4
$680K Buy
+18,494
New +$680K 0.74% 44