Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
9,576
+596
+7% +$18.7K ﹤0.01% 2722
2025
Q1
$315K Sell
8,980
-377
-4% -$13.2K ﹤0.01% 2583
2024
Q4
$398K Buy
+9,357
New +$398K ﹤0.01% 2370