Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
43,268
+5,836
+16% +$30.2K 0.01% 840
2025
Q1
$197K Buy
+37,432
New +$197K ﹤0.01% 853
2021
Q1
Sell
-312,211
Closed -$1.22M 828
2020
Q4
$1.22M Hold
312,211
0.05% 177
2020
Q3
$1.22M Buy
+312,211
New +$1.22M 0.06% 156