Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Hold
1,130
0.01% 246
2025
Q1
$65.9K Buy
+1,130
New +$65.9K ﹤0.01% 291
2022
Q2
Sell
-2,541
Closed -$117K 272
2022
Q1
$117K Sell
2,541
-35
-1% -$1.61K 0.01% 261
2021
Q4
$266K Sell
2,576
-65
-2% -$6.71K 0.03% 180
2021
Q3
$200K Buy
2,641
+45
+2% +$3.41K 0.02% 201
2021
Q2
$234K Buy
2,596
+745
+40% +$67.2K 0.02% 186
2021
Q1
$120K Buy
+1,851
New +$120K 0.01% 232