Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.9K Buy
+176
New +$13.9K 0.01% 310
2022
Q4
Sell
-700
Closed -$60K 308
2022
Q3
$60K Hold
700
0.05% 144
2022
Q2
$64K Hold
700
0.05% 164
2022
Q1
$57K Hold
700
0.04% 180
2021
Q4
$54K Hold
700
0.03% 206
2021
Q3
$53K Hold
700
0.03% 223
2021
Q2
$54K Sell
700
-34
-5% -$2.62K 0.07% 212
2021
Q1
$54K Buy
+734
New +$54K 0.07% 197
2020
Q4
Sell
-734
Closed -$58K 159
2020
Q3
$58K Hold
734
0.13% 123
2020
Q2
$54K Hold
734
0.13% 108
2020
Q1
$54K Sell
734
-2,162
-75% -$159K 0.21% 77
2019
Q4
$251K Buy
+2,896
New +$251K 0.51% 46