Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
3,049
-34
-1% -$2.97K ﹤0.01% 1018
2025
Q1
$211K Sell
3,083
-237
-7% -$16.2K ﹤0.01% 1038
2024
Q4
$258K Buy
+3,320
New +$258K ﹤0.01% 864