Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
9,172
-238
-3% -$6.66K ﹤0.01% 1486
2025
Q1
$248K Sell
9,410
-328
-3% -$8.64K ﹤0.01% 1309
2024
Q4
$249K Buy
+9,738
New +$249K ﹤0.01% 1201