Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$992K Sell
67,934
-10,084
-13% -$147K ﹤0.01% 1792
2025
Q1
$813K Sell
78,018
-2,122
-3% -$22.1K ﹤0.01% 1831
2024
Q4
$682K Buy
+80,140
New +$682K ﹤0.01% 1931