Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.01M Buy
93,028
+413
+0.4% +$13.3K 0.11% 190
2025
Q1
$3.44M Buy
92,615
+1,077
+1% +$40K 0.14% 161
2024
Q4
$3.74M Sell
91,538
-162,461
-64% -$6.64M 0.14% 152
2024
Q3
$12.8M Sell
253,999
-1,080
-0.4% -$54.3K 0.4% 66
2024
Q2
$11.1M Buy
+255,079
New +$11.1M 0.4% 73