Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$826K Sell
14,946
-17,098
-53% -$945K ﹤0.01% 484
2025
Q1
$717K Buy
32,044
+3,602
+13% +$80.6K ﹤0.01% 514
2024
Q4
$673K Buy
+28,442
New +$673K ﹤0.01% 697