Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$588K Sell
26,236
-352
-1% -$7.89K 0.6% 55
2025
Q1
$604K Buy
26,588
+12,042
+83% +$273K 0.66% 44
2024
Q4
$292K Buy
+14,546
New +$292K 0.29% 115