Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$372K Sell
3,034
-209
-6% -$25.6K 0.04% 506
2021
Q2
$423K Sell
3,243
-360
-10% -$47K 0.04% 484
2021
Q1
$526K Sell
3,603
-347
-9% -$50.7K 0.05% 419
2020
Q4
$407K Sell
3,950
-473
-11% -$48.7K 0.04% 491
2020
Q3
$328K Sell
4,423
-245
-5% -$18.2K 0.03% 510
2020
Q2
$259K Buy
4,668
+82
+2% +$4.55K 0.03% 594
2020
Q1
$217K Sell
4,586
-63
-1% -$2.98K 0.02% 733
2019
Q4
$359K Sell
4,649
-500
-10% -$38.6K 0.02% 731
2019
Q3
$390K Buy
5,149
+33
+0.6% +$2.5K 0.02% 722
2019
Q2
$397K Sell
5,116
-48
-0.9% -$3.73K 0.02% 741
2019
Q1
$359K Buy
5,164
+1,172
+29% +$81.5K 0.02% 768
2018
Q4
$222K Sell
3,992
-262
-6% -$14.6K 0.01% 897
2018
Q3
$259K Buy
4,254
+114
+3% +$6.94K 0.01% 1013
2018
Q2
$251K Sell
4,140
-4
-0.1% -$243 0.01% 1052
2018
Q1
$269K Sell
4,144
-652
-14% -$42.3K 0.01% 1053
2017
Q4
$343K Sell
4,796
-257
-5% -$18.4K 0.01% 1053
2017
Q3
$373K Sell
5,053
-4
-0.1% -$295 0.01% 1016
2017
Q2
$341K Sell
5,057
-132
-3% -$8.9K 0.01% 1032
2017
Q1
$312K Buy
5,189
+36
+0.7% +$2.17K 0.01% 1041
2016
Q4
$298K Sell
5,153
-236
-4% -$13.6K 0.01% 1020
2016
Q3
$266K Buy
5,389
+1,049
+24% +$51.8K 0.01% 1096
2016
Q2
$205K Sell
4,340
-38
-0.9% -$1.8K 0.01% 1087
2016
Q1
$218K Sell
4,378
-54
-1% -$2.69K 0.01% 1048
2015
Q4
$201K Sell
4,432
-408
-8% -$18.5K 0.01% 1053
2015
Q3
$226K Buy
4,840
+480
+11% +$22.4K 0.01% 992
2015
Q2
$248K Sell
4,360
-3,514
-45% -$200K 0.01% 949
2015
Q1
$375K Sell
7,874
-164
-2% -$7.81K 0.01% 962
2014
Q4
$363K Sell
8,038
-1,203
-13% -$54.3K 0.01% 972
2014
Q3
$420K Sell
9,241
-93
-1% -$4.23K 0.01% 956
2014
Q2
$525K Sell
9,334
-300
-3% -$16.9K 0.02% 899
2014
Q1
$531K Sell
9,634
-263
-3% -$14.5K 0.02% 881
2013
Q4
$586K Sell
9,897
-1,556
-14% -$92.1K 0.02% 862
2013
Q3
$692K Sell
11,453
-2,262
-16% -$137K 0.02% 860
2013
Q2
$688K Buy
+13,715
New +$688K 0.02% 896