Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80K Sell
252
-44
-15% -$14K ﹤0.01% 419
2025
Q1
$104K Sell
296
-168
-36% -$58.8K ﹤0.01% 435
2024
Q4
$160K Buy
+464
New +$160K ﹤0.01% 406