Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Sell
7,926
-5,850
-42% -$318K 0.01% 229
2025
Q1
$836K Hold
13,776
0.01% 230
2024
Q4
$835K Buy
+13,776
New +$835K 0.01% 230