Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
1,132
-123
-10% -$22.5K ﹤0.01% 351
2025
Q1
$220K Sell
1,255
-137
-10% -$24.1K ﹤0.01% 346
2024
Q4
$261K Sell
1,392
-133
-9% -$25K ﹤0.01% 330
2024
Q3
$292K Buy
+1,525
New +$292K 0.01% 332