Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
8,898
+757
+9% +$37.1K ﹤0.01% 838
2025
Q1
$461K Sell
8,141
-452
-5% -$25.6K 0.01% 802
2024
Q4
$493K Buy
+8,593
New +$493K 0.01% 687