Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Sell
941
-168
-15% -$30K ﹤0.01% 804
2025
Q1
$178K Sell
1,109
-143
-11% -$22.9K 0.01% 771
2024
Q4
$218K Buy
+1,252
New +$218K 0.01% 696