Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Hold
10,435
0.01% 200
2025
Q1
$265K Hold
10,435
0.01% 196
2024
Q4
$221K Hold
10,435
0.01% 203
2024
Q3
$202K Buy
+10,435
New +$202K 0.01% 208
2021
Q4
Sell
-29,490
Closed -$653K 197
2021
Q3
$653K Hold
29,490
0.03% 160
2021
Q2
$574K Hold
29,490
0.02% 175
2021
Q1
$625K Hold
29,490
0.03% 166
2020
Q4
$596K Buy
+29,490
New +$596K 0.03% 162