Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.1M Buy
186,120
+27,436
+17% +$2.52M 0.09% 138
2025
Q1
$15.6M Sell
158,684
-622
-0.4% -$61K 0.07% 151
2024
Q4
$14.5M Buy
159,306
+13,453
+9% +$1.22M 0.09% 164
2024
Q3
$14.1M Buy
+145,853
New +$14.1M 0.05% 173