Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
1,937
-41
-2% -$23.6K 0.02% 581
2025
Q1
$1.19M Hold
1,978
0.03% 494
2024
Q4
$1.19M Buy
1,978
+124
+7% +$74.4K 0.03% 491
2024
Q3
$1.08M Buy
1,854
+103
+6% +$60K 0.03% 503
2024
Q2
$843K Buy
1,751
+900
+106% +$433K 0.02% 526
2024
Q1
$477K Buy
851
+7
+0.8% +$3.93K 0.01% 686
2023
Q4
$478K Buy
+844
New +$478K 0.02% 618