Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Sell
3,816
-302
-7% -$43.9K ﹤0.01% 1294
2025
Q1
$721K Buy
4,118
+291
+8% +$50.9K 0.01% 1091
2024
Q4
$803K Buy
+3,827
New +$803K 0.01% 1096