Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.86K Buy
+559
New +$5.86K ﹤0.01% 409
2024
Q3
Sell
-6,400
Closed -$140K 589
2024
Q2
$140K Buy
+6,400
New +$140K 0.01% 309
2022
Q3
Sell
-3,490
Closed -$54K 1738
2022
Q2
$54K Sell
3,490
-3,858
-53% -$59.7K ﹤0.01% 918
2022
Q1
$117K Buy
+7,348
New +$117K ﹤0.01% 631
2021
Q3
Sell
-1,760
Closed -$33K 1703
2021
Q2
$33K Buy
1,760
+847
+93% +$15.9K ﹤0.01% 997
2021
Q1
$18K Buy
+913
New +$18K ﹤0.01% 984
2020
Q3
Sell
-5,777
Closed -$61K 1411
2020
Q2
$61K Buy
+5,777
New +$61K 0.01% 708
2020
Q1
Sell
-466
Closed -$9K 1226
2019
Q4
$9K Buy
+466
New +$9K ﹤0.01% 984