Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-195
Closed -$28.6K 1131
2025
Q1
$28.6K Buy
195
+63
+48% +$9.25K ﹤0.01% 791
2024
Q4
$17K Sell
132
-3
-2% -$386 ﹤0.01% 884
2024
Q3
$17.8K Buy
135
+79
+141% +$10.4K ﹤0.01% 872
2024
Q2
$5.74K Sell
56
-4
-7% -$410 ﹤0.01% 1059
2024
Q1
$4.87K Buy
+60
New +$4.87K ﹤0.01% 1067