Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.4K Buy
605
+135
+29% +$21.3K 0.01% 331
2025
Q1
$63.4K Hold
470
0.01% 358
2024
Q4
$67.7K Hold
470
0.01% 355
2024
Q3
$76.6K Hold
470
0.01% 355
2024
Q2
$68.6K Sell
470
-35
-7% -$5.11K 0.01% 343
2024
Q1
$66.2K Sell
505
-80
-14% -$10.5K 0.01% 355
2023
Q4
$63.3K Buy
+585
New +$63.3K 0.01% 333
2019
Q4
Sell
-6,712
Closed -$576K 207
2019
Q3
$576K Buy
+6,712
New +$576K 0.13% 128