Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82.1K Buy
22,500
+7,500
+50% +$27.4K ﹤0.01% 869
2025
Q1
$39.9K Buy
+15,000
New +$39.9K ﹤0.01% 826
2023
Q1
Sell
-63,628
Closed -$284K 912
2022
Q4
$284K Sell
63,628
-144,250
-69% -$645K 0.01% 543
2022
Q3
$1.64M Buy
207,878
+28,107
+16% +$222K 0.08% 227
2022
Q2
$1.08M Buy
179,771
+16,171
+10% +$97.2K 0.05% 337
2022
Q1
$2.1M Buy
163,600
+38,025
+30% +$489K 0.08% 235
2021
Q4
$1.25M Sell
125,575
-71,425
-36% -$710K 0.05% 345
2021
Q3
$1.61M Buy
+197,000
New +$1.61M 0.07% 294