Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Buy
+39,952
New +$336K ﹤0.01% 2156
2021
Q4
Sell
-11,813
Closed -$924K 3474
2021
Q3
$924K Sell
11,813
-82,472
-87% -$6.45M ﹤0.01% 1597
2021
Q2
$13.2M Hold
94,285
0.06% 312
2021
Q1
$13.1M Buy
94,285
+2,781
+3% +$386K 0.06% 303
2020
Q4
$13M Buy
+91,504
New +$13M 0.07% 253