Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
8,208
-701
-8% -$23.1K ﹤0.01% 1012
2025
Q1
$264K Buy
8,909
+85
+1% +$2.52K 0.01% 982
2024
Q4
$243K Buy
+8,824
New +$243K ﹤0.01% 996