Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.97M Sell
42,160
-28,140
-40% -$5.32M 0.64% 23
2025
Q1
$16.5M Buy
70,300
+41,407
+143% +$9.71M 0.74% 13
2024
Q4
$11.4M Buy
28,893
+19,653
+213% +$7.74M 0.98% 17
2024
Q3
$3.09M Buy
+9,240
New +$3.09M 0.29% 30