Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-366
Closed -$1K 3158
2025
Q1
$1K Hold
366
﹤0.01% 2937
2024
Q4
$2K Hold
366
﹤0.01% 2927
2024
Q3
$2K Hold
366
﹤0.01% 2949
2024
Q2
$3K Buy
+366
New +$3K ﹤0.01% 2939