Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
1,610
+510
+46% +$96.4K 0.17% 216
2025
Q1
$258K Buy
1,100
+770
+233% +$180K 0.28% 150
2024
Q4
$130K Buy
+330
New +$130K 0.13% 202