Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$171K Hold
580
0.02% 149
2025
Q1
$154K Sell
580
-1
-0.2% -$266 0.02% 149
2024
Q4
$146K Buy
581
+31
+6% +$7.8K 0.02% 142
2024
Q3
$121K Hold
550
0.02% 167
2024
Q2
$94.7K Hold
550
0.01% 186
2024
Q1
$104K Hold
550
0.02% 168
2023
Q4
$98.4K Hold
550
0.02% 169
2023
Q3
$88.6K Hold
550
0.02% 178
2023
Q2
$80.4K Hold
550
0.02% 188
2023
Q1
$80.1K Hold
550
0.02% 186
2022
Q4
$78.9K Buy
+550
New +$78.9K 0.02% 185