Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$868K Buy
15,500
+3,400
+28% +$190K ﹤0.01% 1058
2025
Q1
$262K Sell
12,100
-1,400
-10% -$30.3K ﹤0.01% 1626
2024
Q4
$287K Buy
+13,500
New +$287K ﹤0.01% 1676