Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.8K Hold
180
0.01% 375
2025
Q1
$13.1K Buy
+180
New +$13.1K ﹤0.01% 391
2023
Q2
Sell
-6,021
Closed -$191K 239
2023
Q1
$191K Hold
6,021
0.18% 77
2022
Q4
$149K Buy
6,021
+15
+0.2% +$371 0.14% 93
2022
Q3
$159K Buy
6,006
+420
+8% +$11.1K 0.17% 82
2022
Q2
$114K Buy
5,586
+34
+0.6% +$696 0.12% 105
2022
Q1
$198K Buy
5,552
+40
+0.7% +$1.43K 0.2% 80
2021
Q4
$231K Buy
+5,512
New +$231K 0.23% 77