Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.33M Sell
59,800
-8,000
-12% -$1.25M 0.71% 39
2025
Q1
$11.2M Sell
67,800
-200
-0.3% -$32.9K 0.93% 31
2024
Q4
$11.1M Buy
68,000
+40,000
+143% +$6.52M 0.86% 33
2024
Q3
$5.47M Hold
28,000
0.47% 56
2024
Q2
$4.85M Buy
+28,000
New +$4.85M 0.42% 62