Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.5K Sell
627
-277
-31% -$17K 0.01% 945
2025
Q1
$52.5K Buy
904
+101
+13% +$5.86K 0.01% 770
2024
Q4
$42.9K Sell
803
-639
-44% -$34.1K 0.01% 828
2024
Q3
$62.8K Sell
1,442
-174
-11% -$7.58K 0.02% 598
2024
Q2
$45.2K Sell
1,616
-1,147
-42% -$32.1K 0.01% 696
2024
Q1
$74.4K Buy
2,763
+2,004
+264% +$53.9K 0.01% 271
2023
Q4
$21.3K Buy
759
+547
+258% +$15.3K ﹤0.01% 683
2023
Q3
$4.5K Buy
+212
New +$4.5K ﹤0.01% 978
2023
Q2
Sell
-1,177
Closed -$38.1K 1099
2023
Q1
$38.1K Buy
+1,177
New +$38.1K 0.01% 311