Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30K Sell
552
-4
-0.7% -$217 0.03% 396
2025
Q1
$28K Sell
556
-121
-18% -$6.1K 0.03% 388
2024
Q4
$30.7K Buy
+677
New +$30.7K 0.03% 375