Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Buy
597
+173
+41% +$39.5K 0.01% 684
2025
Q1
$103K Sell
424
-373
-47% -$91K ﹤0.01% 741
2024
Q4
$193K Buy
+797
New +$193K 0.01% 664