Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.4M Buy
14,821
+410
+3% +$66.3K 0.04% 224
2025
Q1
$1.54M Buy
14,411
+606
+4% +$64.7K 0.03% 268
2024
Q4
$1.7M Buy
13,805
+1,049
+8% +$129K 0.03% 253
2024
Q3
$1.82M Buy
12,756
+1,145
+10% +$164K 0.03% 268
2024
Q2
$1.9M Buy
+11,611
New +$1.9M 0.04% 236