Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.2K Buy
+113
New +$65.2K 0.01% 1430
2022
Q2
Sell
-159
Closed -$80K 2045
2022
Q1
$80K Hold
159
0.04% 759
2021
Q4
$97K Sell
159
-9
-5% -$5.49K 0.05% 649
2021
Q3
$102K Sell
168
-19
-10% -$11.5K 0.07% 436
2021
Q2
$100K Sell
187
-5
-3% -$2.67K 0.06% 459
2021
Q1
$81K Buy
+192
New +$81K 0.13% 139