Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Sell
29,640
-7,805
-21% -$130K ﹤0.01% 742
2025
Q1
$571K Buy
37,445
+3,916
+12% +$59.7K ﹤0.01% 758
2024
Q4
$622K Buy
+33,529
New +$622K ﹤0.01% 677