Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$755K Buy
11,000
+400
+4% +$27.4K ﹤0.01% 1135
2025
Q1
$685K Sell
10,600
-800
-7% -$51.7K ﹤0.01% 1127
2024
Q4
$1.21M Buy
+11,400
New +$1.21M 0.01% 886