Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
21,214
-3,807
-15% -$54.3K ﹤0.01% 3052
2025
Q1
$350K Buy
+25,021
New +$350K ﹤0.01% 3000