Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
44,701
-40,130
-47% -$127K ﹤0.01% 1266
2025
Q1
$238K Buy
84,831
+49,052
+137% +$138K ﹤0.01% 1365
2024
Q4
$131K Buy
+35,779
New +$131K ﹤0.01% 1171
2021
Q2
Sell
-34,073
Closed -$505K 861
2021
Q1
$505K Buy
+34,073
New +$505K ﹤0.01% 782
2020
Q1
Sell
-140,000
Closed -$3.14M 666
2019
Q4
$3.14M Buy
+140,000
New +$3.14M 0.02% 448
2018
Q4
Sell
-84,400
Closed -$2.2M 591
2018
Q3
$2.2M Buy
+84,400
New +$2.2M 0.02% 478