Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Sell
33,314
-9,065
-21% -$32.7K ﹤0.01% 751
2025
Q1
$121K Sell
42,379
-8,200
-16% -$23.4K ﹤0.01% 685
2024
Q4
$123K Buy
+50,579
New +$123K ﹤0.01% 696