Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$352K Sell
7,454
-5,708
-43% -$270K 0.03% 528
2021
Q2
$637K Sell
13,162
-581
-4% -$28.1K 0.06% 330
2021
Q1
$661K Sell
13,743
-20
-0.1% -$962 0.06% 332
2020
Q4
$567K Sell
13,763
-798
-5% -$32.9K 0.05% 351
2020
Q3
$426K Sell
14,561
-301
-2% -$8.81K 0.04% 409
2020
Q2
$397K Sell
14,862
-124
-0.8% -$3.31K 0.04% 408
2020
Q1
$253K Sell
14,986
-1,804
-11% -$30.5K 0.02% 668
2019
Q4
$463K Sell
16,790
-954
-5% -$26.3K 0.02% 626
2019
Q3
$439K Buy
17,744
+850
+5% +$21K 0.02% 667
2019
Q2
$338K Sell
16,894
-4,280
-20% -$85.6K 0.02% 797
2019
Q1
$394K Buy
21,174
+8,834
+72% +$164K 0.02% 727
2018
Q4
$243K Sell
12,340
-637
-5% -$12.5K 0.02% 857
2018
Q3
$512K Buy
12,977
+1,521
+13% +$60K 0.02% 705
2018
Q2
$397K Buy
11,456
+573
+5% +$19.9K 0.02% 800
2018
Q1
$383K Sell
10,883
-2,545
-19% -$89.6K 0.02% 877
2017
Q4
$425K Buy
13,428
+67
+0.5% +$2.12K 0.01% 959
2017
Q3
$313K Buy
13,361
+1,767
+15% +$41.4K 0.01% 1109
2017
Q2
$259K Buy
+11,594
New +$259K 0.01% 1200