Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37K Sell
2,630
-11,341
-81% -$160K ﹤0.01% 898
2025
Q1
$240K Buy
13,971
+3,629
+35% +$62.3K 0.01% 535
2024
Q4
$209K Buy
+10,342
New +$209K 0.01% 511
2019
Q3
Sell
-40
Closed -$1K 914
2019
Q2
$1K Buy
+40
New +$1K ﹤0.01% 885
2019
Q1
Sell
-33
Closed -$1K 812
2018
Q4
$1K Buy
+33
New +$1K ﹤0.01% 506