Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$700K Hold
14,600
0.01% 282
2025
Q1
$727K Buy
+14,600
New +$727K 0.01% 244
2024
Q4
Sell
-2,400
Closed -$156K 782
2024
Q3
$156K Sell
2,400
-67,371
-97% -$4.39M ﹤0.01% 328
2024
Q2
$4.48M Buy
+69,771
New +$4.48M 0.07% 29
2024
Q1
Hold
0
690
2023
Q4
Hold
0
688
2023
Q3
Hold
0
627
2020
Q3
Sell
-39,525
Closed -$891K 507
2020
Q2
$891K Buy
+39,525
New +$891K 0.03% 119
2020
Q1
Sell
-9,200
Closed -$281K 448
2019
Q4
$281K Buy
+9,200
New +$281K 0.01% 215