Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.98M Buy
9,787
+962
+11% +$293K 0.06% 304
2025
Q1
$2.17M Buy
8,825
+42
+0.5% +$10.3K 0.05% 335
2024
Q4
$2.16M Buy
8,783
+1,062
+14% +$261K 0.05% 333
2024
Q3
$1.77M Buy
7,721
+426
+6% +$97.6K 0.04% 384
2024
Q2
$1.47M Buy
7,295
+928
+15% +$187K 0.04% 378
2024
Q1
$1.24M Buy
6,367
+1,625
+34% +$317K 0.04% 396
2023
Q4
$733K Buy
+4,742
New +$733K 0.03% 491