Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.26M Hold
21,227
0.67% 60
2025
Q1
$5.28M Sell
21,227
-4,558
-18% -$1.13M 0.63% 46
2024
Q4
$5.67M Buy
25,785
+1,221
+5% +$268K 0.62% 51
2024
Q3
$5.43M Buy
24,564
+9,087
+59% +$2.01M 0.58% 47
2024
Q2
$2.68M Sell
15,477
-854
-5% -$148K 0.28% 74
2024
Q1
$3.12M Buy
+16,331
New +$3.12M 0.32% 74