Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.8K Hold
2,600
0.02% 354
2025
Q1
$87.9K Hold
2,600
0.02% 344
2024
Q4
$76.9K Sell
2,600
-300
-10% -$8.87K 0.02% 349
2024
Q3
$91K Sell
2,900
-500
-15% -$15.7K 0.02% 333
2024
Q2
$123K Hold
3,400
0.03% 304
2024
Q1
$128K Hold
3,400
0.03% 330
2023
Q4
$120K Hold
3,400
0.03% 335
2023
Q3
$132K Sell
3,400
-200
-6% -$7.74K 0.04% 326
2023
Q2
$127K Hold
3,600
0.03% 328
2023
Q1
$137K Hold
3,600
0.04% 311
2022
Q4
$126K Hold
3,600
0.04% 331
2022
Q3
$103K Buy
+3,600
New +$103K 0.03% 326