Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.7K Buy
+249
New +$21.7K 0.01% 270
2022
Q3
Sell
-412
Closed -$31K 314
2022
Q2
$31K Hold
412
0.02% 202
2022
Q1
$53K Hold
412
0.03% 183
2021
Q4
$55K Hold
412
0.03% 203
2021
Q3
$56K Hold
412
0.03% 217
2021
Q2
$44K Hold
412
0.05% 227
2021
Q1
$37K Buy
+412
New +$37K 0.05% 214
2020
Q4
Sell
-412
Closed -$42K 120
2020
Q3
$42K Hold
412
0.09% 138
2020
Q2
$42K Hold
412
0.1% 121
2020
Q1
$28K Hold
412
0.11% 111
2019
Q4
$23K Buy
+412
New +$23K 0.05% 172