Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.9K Sell
10,273
-287
-3% -$2.48K ﹤0.01% 1419
2025
Q1
$92.9K Buy
10,560
+370
+4% +$3.26K ﹤0.01% 1353
2024
Q4
$92.6K Buy
+10,190
New +$92.6K ﹤0.01% 1373
2020
Q4
Sell
-44,778
Closed -$201K 1047
2020
Q3
$201K Sell
44,778
-113
-0.3% -$507 ﹤0.01% 980
2020
Q2
$225K Buy
+44,891
New +$225K 0.01% 925