Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Sell
3,846
-3,625
-49% -$189K ﹤0.01% 507
2025
Q1
$451K Buy
7,471
+4,137
+124% +$250K ﹤0.01% 408
2024
Q4
$228K Buy
+3,334
New +$228K ﹤0.01% 511