Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Sell
2,679
-9
-0.3% -$1.41K ﹤0.01% 853
2025
Q1
$347K Buy
2,688
+205
+8% +$26.5K ﹤0.01% 846
2024
Q4
$355K Hold
2,483
﹤0.01% 806
2024
Q3
$371K Buy
+2,483
New +$371K ﹤0.01% 784