Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$188K Sell
32,734
-2,405
-7% -$13.8K ﹤0.01% 1566
2025
Q1
$348K Sell
35,139
-946
-3% -$9.37K ﹤0.01% 1381
2024
Q4
$550K Sell
36,085
-433
-1% -$6.6K ﹤0.01% 1265
2024
Q3
$544K Sell
36,518
-21,813
-37% -$325K ﹤0.01% 1267
2024
Q2
$713K Buy
58,331
+4,065
+7% +$49.7K 0.01% 1162
2024
Q1
$1.05M Sell
54,266
-6,674
-11% -$129K 0.01% 1038
2023
Q4
$1.29M Buy
+60,940
New +$1.29M 0.01% 1066