Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$970K Buy
+22,753
New +$970K ﹤0.01% 937
2022
Q2
Sell
-864
Closed -$35K 2080
2022
Q1
$35K Sell
864
-40,000
-98% -$1.62M ﹤0.01% 1987
2021
Q4
$2.41M Hold
40,864
0.01% 659
2021
Q3
$2.78M Hold
40,864
0.01% 574
2021
Q2
$3.26M Hold
40,864
0.01% 576
2021
Q1
$3.46M Buy
40,864
+40,000
+4,630% +$3.39M 0.01% 555
2020
Q4
$77K Buy
+864
New +$77K ﹤0.01% 1938