Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.47M Buy
47,882
+6,482
+16% +$605K 0.34% 58
2025
Q1
$3.02M Sell
41,400
-48,300
-54% -$3.52M 0.25% 75
2024
Q4
$5.41M Sell
89,700
-32,016
-26% -$1.93M 0.42% 55
2024
Q3
$9.15M Buy
121,716
+30,666
+34% +$2.3M 0.78% 39
2024
Q2
$6.62M Buy
+91,050
New +$6.62M 0.57% 52