Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6M Buy
13,407
+3,677
+38% +$2.9M 6.32% 5
2025
Q1
$5.97M Sell
9,730
-59
-0.6% -$36.2K 5.45% 7
2024
Q4
$6.15M Sell
9,789
-55
-0.6% -$34.6K 5.3% 8
2024
Q3
$6.11M Sell
9,844
-32
-0.3% -$19.9K 5.36% 5
2024
Q2
$6.5M Buy
9,876
+91
+0.9% +$59.9K 6.02% 4
2024
Q1
$6.36M Sell
9,785
-139
-1% -$90.3K 6.08% 4
2023
Q4
$6.2M Buy
+9,924
New +$6.2M 6.36% 5