Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$655K Buy
8,821
+261
+3% +$19.4K ﹤0.01% 1029
2025
Q1
$352K Sell
8,560
-1,058
-11% -$43.5K ﹤0.01% 1126
2024
Q4
$494K Sell
9,618
-1,761
-15% -$90.5K ﹤0.01% 853
2024
Q3
$543K Buy
+11,379
New +$543K 0.01% 729