Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
4,817
-732
-13% -$53K ﹤0.01% 1322
2025
Q1
$397K Buy
5,549
+1,683
+44% +$120K ﹤0.01% 1077
2024
Q4
$276K Buy
+3,866
New +$276K ﹤0.01% 1060