Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Sell
2,369
-8
-0.3% -$1.29K 0.01% 715
2025
Q1
$254K Buy
2,377
+473
+25% +$50.5K 0.01% 793
2024
Q4
$235K Sell
1,904
-860
-31% -$106K 0.01% 775
2024
Q3
$395K Buy
2,764
+520
+23% +$74.4K 0.01% 631
2024
Q2
$367K Buy
+2,244
New +$367K 0.01% 609