Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
9,407
-5,223
-36% -$147K ﹤0.01% 1068
2025
Q1
$528K Buy
14,630
+8,461
+137% +$305K ﹤0.01% 980
2024
Q4
$258K Buy
+6,169
New +$258K ﹤0.01% 989