Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Sell
900
-4,570
-84% -$823K ﹤0.01% 313
2025
Q1
$985K Buy
5,470
+3,130
+134% +$564K 0.03% 229
2024
Q4
$467K Sell
2,340
-3,440
-60% -$686K 0.01% 266
2024
Q3
$906K Buy
+5,780
New +$906K 0.02% 222