Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
2,450
-2,602
-52% -$372K ﹤0.01% 1543
2025
Q1
$650K Buy
5,052
+1,496
+42% +$192K 0.01% 1014
2024
Q4
$506K Buy
3,556
+1,799
+102% +$256K 0.01% 1071
2024
Q3
$226K Buy
+1,757
New +$226K ﹤0.01% 1249