Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
10,742
-6,836
-39% -$138K ﹤0.01% 462
2025
Q1
$242K Buy
+17,578
New +$242K ﹤0.01% 443
2024
Q4
Sell
-10,108
Closed -$181K 510
2024
Q3
$181K Hold
10,108
﹤0.01% 430
2024
Q2
$178K Buy
+10,108
New +$178K ﹤0.01% 391