Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Buy
+28,366
New +$128K 0.01% 772
2020
Q4
Sell
-14,238
Closed -$152K 1515
2020
Q3
$152K Sell
14,238
-66,785
-82% -$713K ﹤0.01% 1370
2020
Q2
$884K Sell
81,023
-198,520
-71% -$2.17M 0.02% 1025
2020
Q1
$3.45M Sell
279,543
-278,908
-50% -$3.44M 0.09% 392
2019
Q4
$6.62M Buy
+558,451
New +$6.62M 0.09% 373