Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1643
2025
Q1
Hold
0
1686
2024
Q4
Hold
0
1742
2022
Q3
Sell
-2,410
Closed -$52K 2499
2022
Q2
$52K Buy
2,410
+130
+6% +$2.81K ﹤0.01% 1381
2022
Q1
$81K Buy
2,280
+938
+70% +$33.3K ﹤0.01% 1370
2021
Q4
$75K Sell
1,342
-1,523
-53% -$85.1K ﹤0.01% 1539
2021
Q3
$272K Buy
+2,865
New +$272K ﹤0.01% 934
2021
Q2
Hold
0
2267