Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
+3,525
New +$203K 0.11% 305
2025
Q1
Sell
-955
Closed -$41.6K 1257
2024
Q4
$41.6K Buy
+955
New +$41.6K 0.04% 572