Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Buy
23,115
+8,898
+63% +$46.1K ﹤0.01% 1692
2025
Q1
$74.9K Buy
+14,217
New +$74.9K ﹤0.01% 1520
2020
Q4
Sell
-108,386
Closed -$424K 336
2020
Q3
$424K Hold
108,386
0.02% 254
2020
Q2
$477K Buy
108,386
+19,132
+21% +$84.2K 0.03% 205
2020
Q1
$277K Buy
89,254
+98
+0.1% +$304 0.02% 294
2019
Q4
$331K Buy
+89,156
New +$331K 0.03% 294