Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
8,288
+261
+3% +$8.21K ﹤0.01% 3035
2025
Q1
$281K Sell
8,027
-454
-5% -$15.9K ﹤0.01% 2903
2024
Q4
$361K Buy
+8,481
New +$361K ﹤0.01% 2725