Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$991K Sell
115,204
-61,395
-35% -$528K ﹤0.01% 838
2025
Q1
$1.35M Buy
176,599
+122,450
+226% +$934K 0.01% 746
2024
Q4
$401K Buy
+54,149
New +$401K ﹤0.01% 1250