Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Buy
7,288
+336
+5% +$15.5K ﹤0.01% 1562
2025
Q1
$303K Sell
6,952
-5,119
-42% -$223K ﹤0.01% 1518
2024
Q4
$484K Buy
+12,071
New +$484K ﹤0.01% 1369