Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,603
Closed -$64K 1195
2025
Q1
$64K Hold
2,603
﹤0.01% 1091
2024
Q4
$63K Buy
+2,603
New +$63K ﹤0.01% 1131
2021
Q2
Sell
-2,034
Closed -$77K 1331
2021
Q1
$77K Hold
2,034
﹤0.01% 976
2020
Q4
$63K Buy
+2,034
New +$63K ﹤0.01% 909
2020
Q2
Sell
-2,293
Closed -$35K 908
2020
Q1
$35K Buy
2,293
+436
+23% +$6.66K ﹤0.01% 780
2019
Q4
$76K Buy
+1,857
New +$76K ﹤0.01% 794