Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.79K Sell
197
-61
-24% -$1.17K ﹤0.01% 2650
2025
Q1
$3.8K Buy
+258
New +$3.8K ﹤0.01% 2826
2022
Q3
Sell
-2,880
Closed -$71K 2110
2022
Q2
$71K Hold
2,880
﹤0.01% 1138
2022
Q1
$85K Hold
2,880
﹤0.01% 1147
2021
Q4
$109K Buy
2,880
+285
+11% +$10.8K ﹤0.01% 1130
2021
Q3
$82K Buy
+2,595
New +$82K ﹤0.01% 1250
2021
Q2
Sell
-183
Closed -$7K 2894
2021
Q1
$7K Hold
183
﹤0.01% 2520
2020
Q4
$5K Buy
+183
New +$5K ﹤0.01% 2456