Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Buy
+98,566
New +$1.79M 0.02% 921
2023
Q2
Sell
-9,353
Closed -$421K 1690
2023
Q1
$421K Buy
+9,353
New +$421K 0.01% 1068