Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,819
Closed -$140K 1625
2025
Q1
$140K Sell
19,819
-234,153
-92% -$1.66M ﹤0.01% 1174
2024
Q4
$3.3M Buy
+253,972
New +$3.3M 0.07% 72
2023
Q3
Sell
-15,806
Closed -$141K 1518
2023
Q2
$141K Buy
+15,806
New +$141K ﹤0.01% 1013
2021
Q4
Sell
-25,000
Closed -$243K 1059
2021
Q3
$243K Hold
25,000
0.02% 675
2021
Q2
$244K Buy
+25,000
New +$244K 0.01% 812