Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Sell
8,197
-6,473
-44% -$368K ﹤0.01% 829
2025
Q1
$729K Buy
14,670
+8,483
+137% +$422K 0.01% 815
2024
Q4
$432K Buy
+6,187
New +$432K ﹤0.01% 775