Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
47,456
+27,423
+137% +$120K 0.11% 300
2025
Q1
$81.9K Buy
20,033
+10,637
+113% +$43.5K 0.09% 236
2024
Q4
$46.9K Buy
+9,396
New +$46.9K 0.05% 522