Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Sell
5,733
-152
-3% -$13.9K ﹤0.01% 1332
2025
Q1
$455K Buy
5,885
+2,382
+68% +$184K ﹤0.01% 1178
2024
Q4
$239K Buy
+3,503
New +$239K ﹤0.01% 1455