Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.9M Sell
239,008
-31,143
-12% -$4.03M 4.39% 4
2025
Q1
$32.3M Buy
270,151
+262,665
+3,509% +$31.4M 4.55% 2
2024
Q4
$871K Hold
7,486
0.13% 25
2024
Q3
$751K Sell
7,486
-736
-9% -$73.8K 1.45% 23
2024
Q2
$888K Buy
8,222
+3,878
+89% +$419K 0.47% 19
2024
Q1
$446K Hold
4,344
0.24% 22
2023
Q4
$497K Buy
+4,344
New +$497K 0.18% 29