Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
7,110
-585
-8% -$25.7K ﹤0.01% 1144
2025
Q1
$388K Buy
7,695
+2,303
+43% +$116K 0.01% 962
2024
Q4
$230K Sell
5,392
-154
-3% -$6.57K ﹤0.01% 1342
2024
Q3
$219K Buy
+5,546
New +$219K ﹤0.01% 1419