Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-112
Closed -$28.4K 253
2025
Q1
$28.4K Hold
112
0.01% 324
2024
Q4
$26.2K Hold
112
0.01% 370
2024
Q3
$28.6K Hold
112
0.01% 355
2024
Q2
$26.7K Buy
+112
New +$26.7K 0.01% 349
2022
Q3
Sell
-108
Closed -$17K 780
2022
Q2
$17K Hold
108
0.01% 375
2022
Q1
$19K Hold
108
0.01% 375
2021
Q4
$25K Buy
108
+1
+0.9% +$231 0.01% 359
2021
Q3
$22K Buy
+107
New +$22K 0.01% 369
2020
Q1
Sell
-105
Closed -$20K 236
2019
Q4
$20K Buy
+105
New +$20K 0.01% 377