Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
3,551
-62
-2% -$4.25K ﹤0.01% 883
2025
Q1
$294K Sell
3,613
-150
-4% -$12.2K 0.01% 777
2024
Q4
$275K Sell
3,763
-255
-6% -$18.6K ﹤0.01% 788
2024
Q3
$239K Buy
+4,018
New +$239K ﹤0.01% 788