Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Sell
14,491
-1,189
-8% -$9.81K ﹤0.01% 1913
2025
Q1
$107K Buy
15,680
+3,411
+28% +$23.3K ﹤0.01% 1710
2024
Q4
$88K Buy
+12,269
New +$88K ﹤0.01% 1617
2020
Q2
Sell
-13,000
Closed -$41K 160
2020
Q1
$41K Hold
13,000
0.06% 136
2019
Q4
$69K Hold
13,000
0.08% 152
2019
Q3
$52K Hold
13,000
0.07% 151
2019
Q2
$45K Hold
13,000
0.06% 146
2019
Q1
$51K Hold
13,000
0.07% 139
2018
Q4
$43K Buy
+13,000
New +$43K 0.07% 131