Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$610K Hold
30,208
﹤0.01% 1439
2025
Q1
$415K Sell
30,208
-9,857
-25% -$136K ﹤0.01% 1497
2024
Q4
$475K Buy
40,065
+10,326
+35% +$122K ﹤0.01% 1454
2024
Q3
$534K Buy
+29,739
New +$534K ﹤0.01% 1468