Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.2K Sell
21
-1
-5% -$914 0.01% 336
2025
Q1
$15.2K Sell
22
-4
-15% -$2.77K 0.01% 341
2024
Q4
$16.7K Sell
26
-1
-4% -$641 0.01% 311
2024
Q3
$21.2K Hold
27
0.01% 281
2024
Q2
$22.6K Hold
27
0.01% 235
2024
Q1
$19.2K Sell
27
-1
-4% -$710 0.01% 261
2023
Q4
$16.5K Hold
28
0.01% 297
2023
Q3
$12.9K Sell
28
-1
-3% -$459 0.01% 294
2023
Q2
$14.1K Buy
29
+9
+45% +$4.37K 0.01% 279
2023
Q1
$7.99K Buy
20
+10
+100% +$4K ﹤0.01% 318
2022
Q4
$3.78K Sell
10
-9
-47% -$3.4K ﹤0.01% 402
2022
Q3
$5.76K Buy
+19
New +$5.76K ﹤0.01% 346