Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
9,543
+489
+5% +$16.5K ﹤0.01% 2670
2025
Q1
$226K Sell
9,054
-2,428
-21% -$60.5K ﹤0.01% 2900
2024
Q4
$490K Buy
+11,482
New +$490K ﹤0.01% 2207