Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Sell
1,678
-1,345
-44% -$307K ﹤0.01% 900
2025
Q1
$738K Buy
3,023
+1,749
+137% +$427K 0.01% 807
2024
Q4
$309K Buy
+1,274
New +$309K ﹤0.01% 916