Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$62.8K Hold
561
﹤0.01% 610
2024
Q4
$62.4K Hold
561
﹤0.01% 607
2024
Q3
$61.1K Hold
561
﹤0.01% 596
2024
Q2
$47.5K Sell
561
-24
-4% -$2.03K ﹤0.01% 611
2024
Q1
$51.3K Buy
+585
New +$51.3K ﹤0.01% 589
2022
Q2
Sell
-1,125
Closed -$63K 1056
2022
Q1
$63K Buy
+1,125
New +$63K ﹤0.01% 563