Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Hold
2,052
﹤0.01% 2679
2025
Q1
$17K Hold
2,052
﹤0.01% 2128
2024
Q4
$20K Hold
2,052
﹤0.01% 2115
2024
Q3
$8K Hold
2,052
﹤0.01% 2566
2024
Q2
$8K Hold
2,052
﹤0.01% 2567
2024
Q1
$7K Sell
2,052
-4,608
-69% -$15.7K ﹤0.01% 2597
2023
Q4
$22K Sell
6,660
-611
-8% -$2.02K ﹤0.01% 2608
2023
Q3
$21K Hold
7,271
﹤0.01% 2642
2023
Q2
$40K Buy
+7,271
New +$40K ﹤0.01% 2421
2022
Q2
Sell
-9,817
Closed -$59K 3152
2022
Q1
$59K Sell
9,817
-829
-8% -$4.98K ﹤0.01% 2395
2021
Q4
$68K Sell
10,646
-198
-2% -$1.27K ﹤0.01% 2097
2021
Q3
$150K Sell
10,844
-543
-5% -$7.51K ﹤0.01% 2036
2021
Q2
$169K Buy
+11,387
New +$169K ﹤0.01% 2059