Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64M Sell
2,938
-1,196
-29% -$1.08M 0.02% 90
2025
Q1
$2.82M Hold
4,134
0.02% 90
2024
Q4
$2.6M Hold
4,134
0.02% 87
2024
Q3
$3.12M Sell
4,134
-38,303
-90% -$28.9M 0.02% 81
2024
Q2
$35.1M Buy
42,437
+884
+2% +$732K 0.2% 62
2024
Q1
$29.5M Buy
41,553
+14,405
+53% +$10.2M 0.17% 70
2023
Q4
$15.8M Buy
+27,148
New +$15.8M 0.1% 81