Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Sell
10,466
-510
-5% -$4.95K ﹤0.01% 838
2025
Q1
$110K Sell
10,976
-394
-3% -$3.93K ﹤0.01% 803
2024
Q4
$101K Buy
+11,370
New +$101K ﹤0.01% 779