Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Sell
28,027
-59,162
-68% -$225K ﹤0.01% 4959
2025
Q1
$180K Buy
+87,189
New +$180K ﹤0.01% 5035
2023
Q4
Sell
-31,750
Closed -$67K 5892
2023
Q3
$67K Buy
+31,750
New +$67K ﹤0.01% 4718
2021
Q2
Hold
0
5438
2021
Q1
Hold
0
5151
2020
Q3
Sell
-19,349
Closed -$193K 4058
2020
Q2
$193K Sell
19,349
-5,157
-21% -$51.4K ﹤0.01% 3433
2020
Q1
$179K Buy
+24,506
New +$179K ﹤0.01% 2927