Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
48,889
+26,696
+120% +$138K ﹤0.01% 1703
2025
Q1
$116K Sell
22,193
-2,429
-10% -$12.6K ﹤0.01% 1702
2024
Q4
$110K Buy
+24,622
New +$110K ﹤0.01% 1603
2021
Q1
Sell
-42,500
Closed -$166K 163
2020
Q4
$166K Hold
42,500
0.14% 139
2020
Q3
$166K Hold
42,500
0.17% 123
2020
Q2
$187K Sell
42,500
-3,000
-7% -$13.2K 0.23% 111
2020
Q1
$141K Buy
+45,500
New +$141K 0.22% 109