Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Hold
1,379
﹤0.01% 2167
2025
Q1
$17K Buy
1,379
+134
+11% +$1.65K ﹤0.01% 2114
2024
Q4
$14K Hold
1,245
﹤0.01% 2257
2024
Q3
$14K Hold
1,245
﹤0.01% 2267
2024
Q2
$14K Hold
1,245
﹤0.01% 2262
2024
Q1
$11K Sell
1,245
-3,984
-76% -$35.2K ﹤0.01% 2378
2023
Q4
$44K Sell
5,229
-371
-7% -$3.12K ﹤0.01% 2306
2023
Q3
$37K Hold
5,600
﹤0.01% 2372
2023
Q2
$32K Buy
+5,600
New +$32K ﹤0.01% 2498
2022
Q2
Sell
-4,488
Closed -$30K 3027
2022
Q1
$30K Buy
+4,488
New +$30K ﹤0.01% 2674