Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Buy
10,322
+125
+1% +$6.24K ﹤0.01% 628
2025
Q1
$337K Sell
10,197
-1,753
-15% -$58K ﹤0.01% 847
2024
Q4
$459K Hold
11,950
﹤0.01% 634
2024
Q3
$399K Buy
+11,950
New +$399K ﹤0.01% 653