Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77K Buy
1,993
+818
+70% +$31.6K ﹤0.01% 799
2025
Q1
$46K Buy
+1,175
New +$46K ﹤0.01% 845
2022
Q3
Sell
-582
Closed -$32K 747
2022
Q2
$32K Buy
+582
New +$32K ﹤0.01% 759
2020
Q2
Sell
-42
Closed -$2K 859
2020
Q1
$2K Buy
+42
New +$2K ﹤0.01% 670
2019
Q2
Sell
-1,334
Closed -$70K 967
2019
Q1
$70K Buy
+1,334
New +$70K 0.01% 305