Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,983
Closed -$532K 1075
2025
Q1
$532K Hold
1,983
0.01% 242
2024
Q4
$488K Sell
1,983
-6,445
-76% -$1.59M 0.02% 247
2024
Q3
$1.93M Buy
8,428
+7,422
+738% +$1.7M 0.05% 124
2024
Q2
$201K Buy
+1,006
New +$201K 0.01% 367
2018
Q1
Hold
0
414
2017
Q4
Hold
0
449