Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43K Sell
3
-17
-85% -$8.1K ﹤0.01% 1061
2025
Q1
$7.34K Hold
20
﹤0.01% 1006
2024
Q4
$8.63K Buy
20
+3
+18% +$1.29K ﹤0.01% 987
2024
Q3
$8.71K Buy
+17
New +$8.71K ﹤0.01% 1007
2022
Q2
Sell
-2,624
Closed -$791K 918
2022
Q1
$791K Buy
+2,624
New +$791K 0.01% 635
2021
Q1
Sell
-1,337
Closed -$334K 908
2020
Q4
$334K Buy
+1,337
New +$334K 0.01% 747