Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
+10,204
New +$230K 0.13% 273
2025
Q1
Sell
-500
Closed -$10.6K 891
2024
Q4
$10.6K Buy
+500
New +$10.6K 0.01% 1132