Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
4,678
-1,555
-25% -$99.6K ﹤0.01% 1510
2025
Q1
$410K Buy
6,233
+558
+10% +$36.7K 0.01% 1298
2024
Q4
$368K Buy
+5,675
New +$368K 0.01% 1293