Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
2,561
-2,229
-47% -$234K 0.15% 243
2025
Q1
$279K Buy
4,790
+3,340
+230% +$195K 0.3% 141
2024
Q4
$83.9K Buy
+1,450
New +$83.9K 0.08% 313