Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50K Sell
998
-2
-0.2% -$100 ﹤0.01% 697
2025
Q1
$33K Buy
1,000
+171
+21% +$5.64K ﹤0.01% 753
2024
Q4
$32K Sell
829
-28
-3% -$1.08K ﹤0.01% 775
2024
Q3
$29K Buy
+857
New +$29K ﹤0.01% 794