Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
546
+33
+6% +$29.6K 0.06% 262
2025
Q1
$349K Sell
513
-31
-6% -$21.1K 0.04% 293
2024
Q4
$343K Buy
544
+18
+3% +$11.3K 0.04% 302
2024
Q3
$339K Buy
526
+61
+13% +$39.3K 0.04% 302
2024
Q2
$383K Buy
465
+30
+7% +$24.7K 0.06% 265
2024
Q1
$309K Sell
435
-36
-8% -$25.6K 0.05% 300
2023
Q4
$275K Buy
+471
New +$275K 0.04% 387