Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
724
-146
-17% -$22K ﹤0.01% 1586
2025
Q1
$91.3K Buy
870
+411
+90% +$43.1K ﹤0.01% 1577
2024
Q4
$75K Buy
+459
New +$75K ﹤0.01% 1619