Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$714K Buy
32,632
+3,318
+11% +$72.6K 0.01% 737
2025
Q1
$574K Buy
29,314
+3,901
+15% +$76.4K 0.01% 741
2024
Q4
$398K Buy
25,413
+341
+1% +$5.34K 0.01% 900
2024
Q3
$455K Buy
+25,072
New +$455K 0.01% 823