Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-88
Closed -$438 3034
2025
Q1
$438 Buy
88
+9
+11% +$45 ﹤0.01% 2732
2024
Q4
$510 Buy
+79
New +$510 ﹤0.01% 2500