Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
2,156
-1,494
-41% -$173K ﹤0.01% 1391
2025
Q1
$366K Buy
+3,650
New +$366K 0.01% 1184
2024
Q4
Sell
-1,999
Closed -$234K 1456
2024
Q3
$234K Buy
+1,999
New +$234K 0.01% 1231