Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Sell
6,062
-8,631
-59% -$200K ﹤0.01% 543
2025
Q1
$390K Buy
14,693
+8,144
+124% +$216K ﹤0.01% 430
2024
Q4
$263K Buy
+6,549
New +$263K ﹤0.01% 492