Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$605K Sell
7,169
-532
-7% -$44.9K ﹤0.01% 343
2025
Q1
$686K Buy
7,701
+4,207
+120% +$375K ﹤0.01% 351
2024
Q4
$346K Buy
+3,494
New +$346K ﹤0.01% 443