Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.4K Buy
133
+3
+2% +$416 0.01% 322
2025
Q1
$20.8K Buy
130
+59
+83% +$9.42K 0.01% 289
2024
Q4
$9.44K Hold
71
﹤0.01% 493
2024
Q3
$9.64K Sell
71
-23
-24% -$3.12K ﹤0.01% 469
2024
Q2
$13.9K Hold
94
0.01% 364
2024
Q1
$14.3K Hold
94
0.01% 333
2023
Q4
$13.6K Buy
+94
New +$13.6K 0.01% 338