Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
12,998
+1,219
+10% +$30K ﹤0.01% 1587
2025
Q1
$258K Sell
11,779
-3,656
-24% -$80.2K ﹤0.01% 1488
2024
Q4
$568K Buy
+15,435
New +$568K 0.01% 1026