Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$364K Sell
10,300
-9,400
-48% -$332K ﹤0.01% 1436
2025
Q1
$690K Hold
19,700
﹤0.01% 1006
2024
Q4
$1.05M Buy
19,700
+11,800
+149% +$630K ﹤0.01% 837
2024
Q3
$304K Sell
7,900
-14,200
-64% -$547K ﹤0.01% 1442
2024
Q2
$797K Buy
+22,100
New +$797K ﹤0.01% 964