Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-84
Closed -$55 762
2025
Q1
$55 Hold
84
﹤0.01% 746
2024
Q4
$112 Hold
84
﹤0.01% 716
2024
Q3
$148 Sell
84
-85
-50% -$150 ﹤0.01% 725
2024
Q2
$281 Buy
+169
New +$281 ﹤0.01% 699
2022
Q4
Sell
-2,669
Closed -$7K 694
2022
Q3
$7K Hold
2,669
﹤0.01% 492
2022
Q2
$8K Hold
2,669
0.01% 479
2022
Q1
$21K Buy
2,669
+2,500
+1,479% +$19.7K 0.01% 372
2021
Q4
$1K Buy
+169
New +$1K ﹤0.01% 656