Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$457K Hold
8,854
0.01% 952
2025
Q1
$517K Sell
8,854
-18,350
-67% -$1.07M 0.01% 903
2024
Q4
$1.74M Buy
27,204
+17,414
+178% +$1.12M 0.04% 654
2024
Q3
$468K Buy
+9,790
New +$468K 0.01% 911