Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.9M Sell
33,327
-2,733
-8% -$1.14M 0.19% 177
2025
Q1
$14.1M Sell
36,060
-3,940
-10% -$1.55M 0.23% 155
2024
Q4
$16.5M Buy
40,000
+10,787
+37% +$4.45M 0.26% 145
2024
Q3
$12.3M Buy
+29,213
New +$12.3M 0.18% 194