Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Hold
344
0.03% 193
2025
Q1
$228K Buy
344
+2
+0.6% +$1.33K 0.03% 210
2024
Q4
$237K Sell
342
-29
-8% -$20.1K 0.03% 206
2024
Q3
$309K Buy
371
+2
+0.5% +$1.67K 0.04% 178
2024
Q2
$377K Hold
369
0.05% 155
2024
Q1
$358K Sell
369
-50
-12% -$48.5K 0.05% 155
2023
Q4
$317K Buy
+419
New +$317K 0.05% 152