Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
431
-33
-7% -$10K ﹤0.01% 406
2025
Q1
$125K Sell
464
-64
-12% -$17.2K ﹤0.01% 413
2024
Q4
$130K Sell
528
-65
-11% -$16K ﹤0.01% 421
2024
Q3
$136K Buy
+593
New +$136K ﹤0.01% 418