Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Sell
24,665
-2,263
-8% -$28.1K ﹤0.01% 957
2025
Q1
$410K Buy
26,928
+2,896
+12% +$44.1K ﹤0.01% 818
2024
Q4
$351K Buy
+24,032
New +$351K ﹤0.01% 867