Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$134K Sell
3,833
-110,683
-97% -$3.88M ﹤0.01% 1020
2024
Q4
$4.87M Buy
114,516
+49,516
+76% +$2.1M 0.01% 483
2024
Q3
$1.38M Buy
65,000
+63,540
+4,352% +$1.35M 0.01% 622
2024
Q2
$29.4K Buy
+1,460
New +$29.4K ﹤0.01% 939
2020
Q4
Sell
-10,000
Closed -$36K 585
2020
Q3
$36K Buy
+10,000
New +$36K ﹤0.01% 348
2020
Q2
Sell
-15,000
Closed -$63K 488
2020
Q1
$63K Buy
15,000
+9,530
+174% +$40K 0.01% 280
2019
Q4
$63K Hold
5,470
﹤0.01% 288
2019
Q3
$51K Buy
+5,470
New +$51K ﹤0.01% 360
2015
Q2
Sell
-2
Closed 1465
2015
Q1
$0 Hold
2
﹤0.01% 1525
2014
Q4
$0 Sell
2
-6,500
-100% ﹤0.01% 1620
2014
Q3
$241K Sell
6,502
-5,700
-47% -$211K ﹤0.01% 1324
2014
Q2
$398K Buy
+12,202
New +$398K ﹤0.01% 1272