Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
89
2024
Q3
Sell
-529
Closed -$6.63K 174
2024
Q2
$6.63K Buy
+529
New +$6.63K ﹤0.01% 214
2021
Q3
Sell
-3,848
Closed -$57K 198
2021
Q2
$57K Buy
3,848
+880
+30% +$13K 0.06% 48
2021
Q1
$36K Buy
2,968
+1,772
+148% +$21.5K 0.01% 68
2020
Q4
$11K Buy
+1,196
New +$11K 0.01% 68