Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Sell
8,126
-224
-3% -$10.7K ﹤0.01% 1479
2025
Q1
$378K Buy
8,350
+677
+9% +$30.7K ﹤0.01% 1283
2024
Q4
$320K Buy
+7,673
New +$320K ﹤0.01% 1303