Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.7M Buy
41,905
+13,664
+48% +$4.16M 0.1% 29
2025
Q1
$7.58M Buy
28,241
+7,062
+33% +$1.9M 0.07% 32
2024
Q4
$5.21M Sell
21,179
-4,820
-19% -$1.19M 0.05% 40
2024
Q3
$5.96M Buy
25,999
+7,116
+38% +$1.63M 0.06% 34
2024
Q2
$3.81M Buy
+18,883
New +$3.81M 0.04% 44