Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.5K Sell
15,474
-318
-2% -$483 ﹤0.01% 681
2025
Q1
$20.1K Buy
15,792
+318
+2% +$404 ﹤0.01% 660
2024
Q4
$54.8K Hold
15,474
﹤0.01% 688
2024
Q3
$67K Hold
15,474
﹤0.01% 695
2024
Q2
$65.6K Buy
+15,474
New +$65.6K ﹤0.01% 649