Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Sell
7,130
-1,536
-18% -$108K 0.01% 561
2025
Q1
$594K Buy
+8,666
New +$594K 0.01% 526
2024
Q4
Sell
-5
Closed -$319 1469
2024
Q3
$319 Buy
+5
New +$319 ﹤0.01% 1283