Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Sell
4,188
-789
-16% -$69.3K ﹤0.01% 1514
2025
Q1
$361K Buy
4,977
+326
+7% +$23.6K ﹤0.01% 1312
2024
Q4
$360K Buy
4,651
+77
+2% +$5.96K ﹤0.01% 1238
2024
Q3
$341K Buy
+4,574
New +$341K 0.01% 1042