Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Sell
603
-45
-7% -$36.1K 0.04% 103
2025
Q1
$429K Buy
+648
New +$429K 0.04% 103
2023
Q4
Sell
-28
Closed -$16.5K 156
2023
Q3
$16.5K Buy
+28
New +$16.5K ﹤0.01% 329