Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.2K Sell
1,106
-346
-24% -$17.3K ﹤0.01% 507
2025
Q1
$48K Sell
1,452
-1,065
-42% -$35.2K ﹤0.01% 506
2024
Q4
$96.6K Hold
2,517
﹤0.01% 430
2024
Q3
$84.1K Hold
2,517
﹤0.01% 459
2024
Q2
$74.2K Sell
2,517
-239
-9% -$7.05K ﹤0.01% 462
2024
Q1
$78.9K Sell
2,756
-901
-25% -$25.8K ﹤0.01% 454
2023
Q4
$83.9K Sell
3,657
-1,175
-24% -$27K ﹤0.01% 442
2023
Q3
$93.8K Hold
4,832
0.01% 434
2023
Q2
$96.4K Buy
+4,832
New +$96.4K 0.01% 433