Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.2K Buy
+865
New +$33.2K 0.01% 206
2025
Q1
Hold
0
348
2020
Q4
Sell
-4,240
Closed -$200K 50
2020
Q3
$200K Buy
4,240
+49
+1% +$2.31K 0.11% 47
2020
Q2
$214K Buy
+4,191
New +$214K 0.13% 45