Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6M Buy
51,843
+8,332
+19% +$1.71M 2.19% 6
2025
Q1
$9.67M Buy
43,511
+9,399
+28% +$2.09M 2.3% 5
2024
Q4
$8.54M Sell
34,112
-3,542
-9% -$887K 2.18% 7
2024
Q3
$8.77M Buy
37,654
+2,126
+6% +$495K 2.42% 6
2024
Q2
$7.48M Buy
35,528
+13,334
+60% +$2.81M 2.47% 6
2024
Q1
$3.81M Buy
22,194
+7,464
+51% +$1.28M 2.13% 10
2023
Q4
$2.84M Buy
+14,730
New +$2.84M 2.93% 7