Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$895K Buy
999
+53
+6% +$47.5K 0.07% 243
2025
Q1
$643K Buy
946
+139
+17% +$94.5K 0.05% 268
2024
Q4
$509K Buy
807
+190
+31% +$120K 0.04% 313
2024
Q3
$478K Buy
+617
New +$478K 0.04% 315