Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.13K Sell
60
-132
-69% -$20.1K 0.01% 677
2025
Q1
$28.2K Sell
192
-2
-1% -$294 0.03% 387
2024
Q4
$25K Buy
+194
New +$25K 0.02% 419