Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.5K Hold
1,000
0.03% 136
2025
Q1
$66.9K Hold
1,000
0.03% 131
2024
Q4
$70.9K Buy
+1,000
New +$70.9K 0.03% 141
2021
Q3
Sell
-2,130
Closed -$261K 132
2021
Q2
$261K Hold
2,130
0.03% 102
2021
Q1
$280K Hold
2,130
0.02% 92
2020
Q4
$290K Hold
2,130
0.04% 82
2020
Q3
$216K Buy
+2,130
New +$216K 0.03% 89