Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
11,464
+3,726
+48% +$121K 0.01% 598
2025
Q1
$239K Sell
7,738
-864
-10% -$26.7K ﹤0.01% 714
2024
Q4
$235K Buy
+8,602
New +$235K ﹤0.01% 713