Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288 Sell
84
-35
-29% -$120 ﹤0.01% 2826
2025
Q1
$453 Buy
+119
New +$453 ﹤0.01% 2436
2024
Q2
Sell
-4
Closed -$18 2190
2024
Q1
$18 Buy
+4
New +$18 ﹤0.01% 1886
2023
Q2
Sell
-2
Closed -$21 1644
2023
Q1
$21 Buy
+2
New +$21 ﹤0.01% 1569
2022
Q2
Sell
-94
Closed -$2K 1624
2022
Q1
$2K Buy
94
+14
+18% +$298 ﹤0.01% 1427
2021
Q4
$3K Buy
80
+7
+10% +$263 ﹤0.01% 1326
2021
Q3
$3K Hold
73
﹤0.01% 1228
2021
Q2
$4K Buy
73
+2
+3% +$110 ﹤0.01% 1115
2021
Q1
$3K Buy
+71
New +$3K ﹤0.01% 1117