Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Sell
3,440
-542
-14% -$55.7K ﹤0.01% 2595
2025
Q1
$446K Buy
3,982
+1,345
+51% +$151K ﹤0.01% 2302
2024
Q4
$293K Buy
2,637
+120
+5% +$13.4K ﹤0.01% 2640
2024
Q3
$274K Buy
+2,517
New +$274K ﹤0.01% 2658