Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
8,866
-11,204
-56% -$455K ﹤0.01% 422
2025
Q1
$822K Sell
20,070
-3,848
-16% -$158K ﹤0.01% 325
2024
Q4
$1.38M Buy
+23,918
New +$1.38M ﹤0.01% 237