Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
+4,837
New +$138K ﹤0.01% 1769
2022
Q2
Sell
-3,614
Closed -$84K 2099
2022
Q1
$84K Hold
3,614
﹤0.01% 1873
2021
Q4
$88K Hold
3,614
﹤0.01% 1921
2021
Q3
$105K Hold
3,614
﹤0.01% 1934
2021
Q2
$109K Hold
3,614
﹤0.01% 1963
2021
Q1
$96K Sell
3,614
-63,874
-95% -$1.7M ﹤0.01% 1950
2020
Q4
$1.5M Buy
+67,488
New +$1.5M 0.01% 826