Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,100
Closed -$60.9K 141
2024
Q4
$60.9K Hold
12,100
0.01% 128
2024
Q3
$68K Buy
+12,100
New +$68K 0.01% 130
2022
Q4
Sell
-12,100
Closed -$246K 129
2022
Q3
$246K Hold
12,100
0.03% 105
2022
Q2
$300K Buy
12,100
+1,675
+16% +$41.5K 0.05% 96
2022
Q1
$1.55M Hold
10,425
0.24% 43
2021
Q4
$1.55M Buy
+10,425
New +$1.55M 0.24% 43