Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
+738
New +$286K 0.08% 65
2024
Q2
Sell
-25
Closed -$12.6K 58
2024
Q1
$12.6K Hold
25
﹤0.01% 172
2023
Q4
$14.9K Buy
+25
New +$14.9K 0.01% 160
2022
Q4
Sell
-256
Closed -$70K 260
2022
Q3
$70K Buy
+256
New +$70K 0.04% 58
2022
Q1
Sell
-4
Closed -$2K 193
2021
Q4
$2K Buy
+4
New +$2K ﹤0.01% 193