Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
5,600
+1,900
+51% +$68.2K ﹤0.01% 1783
2025
Q1
$109K Sell
3,700
-1,600
-30% -$47K ﹤0.01% 1996
2024
Q4
$212K Buy
+5,300
New +$212K ﹤0.01% 1797