Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
3,000
-2,000
-40% -$138K 0.01% 521
2025
Q1
$226K Sell
5,000
-5,000
-50% -$226K 0.01% 482
2024
Q4
$609K Sell
10,000
-5,000
-33% -$305K 0.03% 356
2024
Q3
$612K Buy
+15,000
New +$612K 0.03% 374