Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Sell
228,740
-15,264
-6% -$43.2K ﹤0.01% 438
2025
Q1
$744K Buy
244,004
+141,439
+138% +$431K ﹤0.01% 364
2024
Q4
$391K Buy
+102,565
New +$391K ﹤0.01% 545
2024
Q3
Hold
0
1351