Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.8M Buy
72,133
+108
+0.1% +$22.2K 6.79% 1
2025
Q1
$16M Sell
72,025
-164
-0.2% -$36.4K 7.77% 1
2024
Q4
$18.1M Sell
72,189
-747
-1% -$187K 8.87% 1
2024
Q3
$17M Buy
72,936
+322
+0.4% +$75K 8.86% 1
2024
Q2
$15.3M Buy
72,614
+2,881
+4% +$607K 8.89% 1
2024
Q1
$12M Buy
69,733
+349
+0.5% +$59.8K 7.85% 1
2023
Q4
$13.4M Buy
+69,384
New +$13.4M 9.44% 1