Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
853
-487
-36% -$193K ﹤0.01% 437
2025
Q1
$499K Buy
+1,340
New +$499K ﹤0.01% 396
2024
Q4
Hold
0
1365