Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Buy
2,373
+74
+3% +$17K ﹤0.01% 676
2025
Q1
$502K Sell
2,299
-18
-0.8% -$3.93K ﹤0.01% 635
2024
Q4
$572K Buy
+2,317
New +$572K ﹤0.01% 669