Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
1,082
+294
+37% +$86.5K 0.01% 994
2025
Q1
$210K Sell
788
-645
-45% -$172K ﹤0.01% 1087
2024
Q4
$360K Buy
+1,433
New +$360K 0.01% 874