Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Buy
2,892
+420
+17% +$38.6K ﹤0.01% 614
2025
Q1
$217K Sell
2,472
-69
-3% -$6.07K ﹤0.01% 590
2024
Q4
$235K Buy
+2,541
New +$235K ﹤0.01% 569