Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$548K Buy
8,435
+976
+13% +$63.4K 0.01% 826
2025
Q1
$410K Buy
7,459
+308
+4% +$16.9K 0.01% 846
2024
Q4
$437K Buy
7,151
+543
+8% +$33.2K 0.01% 861
2024
Q3
$414K Buy
6,608
+2,321
+54% +$145K 0.01% 850
2024
Q2
$246K Buy
+4,287
New +$246K 0.05% 320