Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Buy
983
+118
+14% +$1.32K ﹤0.01% 2737
2025
Q1
$7.97K Buy
865
+774
+851% +$7.13K ﹤0.01% 2243
2024
Q4
$716 Buy
91
+66
+264% +$519 ﹤0.01% 3074
2024
Q3
$314 Hold
25
﹤0.01% 2926
2024
Q2
$204 Buy
25
+20
+400% +$163 ﹤0.01% 2974
2024
Q1
$28 Buy
+5
New +$28 ﹤0.01% 2877
2023
Q1
Sell
-1,149
Closed -$4.87K 2509
2022
Q4
$4.87K Buy
+1,149
New +$4.87K ﹤0.01% 1614
2022
Q3
Sell
-164
Closed -$1K 2100
2022
Q2
$1K Buy
+164
New +$1K ﹤0.01% 1660