Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
3,061
+1,487
+94% +$103K 0.05% 112
2025
Q1
$97.1K Buy
1,574
+481
+44% +$29.7K 0.02% 157
2024
Q4
$64.7K Buy
1,093
+290
+36% +$17.2K 0.02% 191
2024
Q3
$42.7K Buy
803
+7
+0.9% +$373 0.01% 214
2024
Q2
$37.8K Sell
796
-52
-6% -$2.47K 0.01% 210
2024
Q1
$42.3K Sell
848
-3,814
-82% -$190K 0.01% 212
2023
Q4
$236K Buy
+4,662
New +$236K 0.07% 122