Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
250,000
-365,172
-59% -$310K ﹤0.01% 789
2025
Q1
$855K Sell
615,172
-384,828
-38% -$535K 0.01% 365
2024
Q4
$1.84M Sell
1,000,000
-949,275
-49% -$1.75M 0.04% 229
2024
Q3
$3.18M Hold
1,949,275
0.07% 198
2024
Q2
$3.53M Hold
1,949,275
0.07% 148
2024
Q1
$2.42M Hold
1,949,275
0.05% 194
2023
Q4
$1.57M Hold
1,949,275
0.04% 218
2023
Q3
$2.34M Hold
1,949,275
0.06% 170
2023
Q2
$2.59M Hold
1,949,275
0.06% 185
2023
Q1
$2.81M Hold
1,949,275
0.05% 245
2022
Q4
$2.88M Hold
1,949,275
0.05% 330
2022
Q3
$3.52M Hold
1,949,275
0.05% 436
2022
Q2
$2.48K Buy
1,949,275
+1,449,275
+290% +$1.84K 0.03% 582
2022
Q1
$1.85M Hold
500,000
0.02% 690
2021
Q4
$2.11M Hold
500,000
0.02% 658
2021
Q3
$3.43M Buy
+500,000
New +$3.43M 0.03% 483
2021
Q2
Sell
-2,419,315
Closed -$26.9M 1203
2021
Q1
$26.9M Sell
2,419,315
-33,685
-1% -$375K 0.26% 68
2020
Q4
$35.7M Buy
+2,453,000
New +$35.7M 0.5% 38