Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.7M Buy
70,235
+3,729
+6% +$1.1M 0.75% 22
2025
Q1
$16.5M Sell
66,506
-278
-0.4% -$69.1K 0.66% 24
2024
Q4
$14.7M Buy
66,784
+4,846
+8% +$1.07M 0.54% 34
2024
Q3
$13.7M Buy
61,938
+17,554
+40% +$3.88M 0.43% 61
2024
Q2
$7.69M Buy
+44,384
New +$7.69M 0.28% 123