Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
4,362
-1,507
-26% -$123K ﹤0.01% 692
2025
Q1
$355K Buy
5,869
+839
+17% +$50.7K ﹤0.01% 655
2024
Q4
$427K Buy
+5,030
New +$427K ﹤0.01% 650