Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Sell
50,074
-2,979
-6% -$27.4K ﹤0.01% 810
2025
Q1
$515K Sell
53,053
-2,178
-4% -$21.1K ﹤0.01% 696
2024
Q4
$520K Sell
55,231
-926
-2% -$8.71K ﹤0.01% 685
2024
Q3
$636K Buy
+56,157
New +$636K 0.01% 615