Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
12,751
+2,839
+29% +$75.2K ﹤0.01% 1108
2025
Q1
$269K Sell
9,912
-103
-1% -$2.8K ﹤0.01% 1156
2024
Q4
$408K Buy
+10,015
New +$408K 0.01% 1013