Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$720K Buy
5,472
+860
+19% +$113K ﹤0.01% 980
2025
Q1
$483K Sell
4,612
-4,271
-48% -$447K ﹤0.01% 992
2024
Q4
$965K Buy
+8,883
New +$965K 0.01% 670