Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.2K Buy
+17,850
New +$78.2K 0.04% 368
2025
Q1
Sell
-10,850
Closed -$61.4K 1530
2024
Q4
$61.4K Buy
+10,850
New +$61.4K 0.06% 421