Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81K Sell
101
-2
-2% -$1.6K ﹤0.01% 790
2025
Q1
$68K Buy
+103
New +$68K ﹤0.01% 796
2022
Q3
Sell
-59
Closed -$28K 498
2022
Q2
$28K Buy
+59
New +$28K ﹤0.01% 778