Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
10,795
+1,982
+22% +$43.6K ﹤0.01% 1155
2025
Q1
$205K Buy
8,813
+1,737
+25% +$40.5K ﹤0.01% 1118
2024
Q4
$203K Buy
+7,076
New +$203K ﹤0.01% 1076