Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
8,017
-4,229
-35% -$149K ﹤0.01% 1041
2025
Q1
$429K Buy
12,246
+7,168
+141% +$251K ﹤0.01% 1074
2024
Q4
$271K Buy
+5,078
New +$271K ﹤0.01% 968