Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$485K Sell
11,830
-1,818
-13% -$74.5K ﹤0.01% 1377
2025
Q1
$669K Buy
13,648
+1,166
+9% +$57.2K 0.01% 1000
2024
Q4
$703K Buy
+12,482
New +$703K 0.01% 910