Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$566K Hold
100,000
0.03% 391
2025
Q1
$593K Buy
+100,000
New +$593K 0.04% 355
2022
Q4
Sell
-32,900
Closed -$241K 527
2022
Q3
$241K Hold
32,900
0.02% 429
2022
Q2
$222K Sell
32,900
-17,100
-34% -$115K 0.02% 453
2022
Q1
$503K Hold
50,000
0.03% 359
2021
Q4
$541K Buy
+50,000
New +$541K 0.03% 351