Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
11,065
-77
-0.7% -$1.06K 0.03% 368
2025
Q1
$139K Buy
11,142
+91
+0.8% +$1.13K 0.02% 501
2024
Q4
$147K Buy
+11,051
New +$147K 0.02% 474