Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$650K Sell
56,906
-204,790
-78% -$2.34M ﹤0.01% 332
2025
Q1
$3.83M Buy
261,696
+112,028
+75% +$1.64M 0.01% 126
2024
Q4
$2.44M Buy
+149,668
New +$2.44M 0.01% 173