Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Sell
5,386
-1,236
-19% -$113K ﹤0.01% 376
2025
Q1
$583K Sell
6,622
-3,946
-37% -$347K ﹤0.01% 374
2024
Q4
$978K Buy
+10,568
New +$978K ﹤0.01% 280