Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.78M Sell
901,775
-1,322
-0.1% -$14.3K 1.07% 34
2025
Q1
$9.06M Sell
903,097
-12,475
-1% -$125K 1.14% 33
2024
Q4
$9.06M Sell
915,572
-8,131
-0.9% -$80.5K 1.12% 30
2024
Q3
$12.3M Buy
923,703
+2,747
+0.3% +$36.5K 1.78% 17
2024
Q2
$11.5M Sell
920,956
-2,747
-0.3% -$34.4K 1.59% 22
2024
Q1
$12.3M Buy
923,703
+3,023
+0.3% +$40.1K 1.76% 17
2023
Q4
$11.2M Buy
920,680
+1
+0% +$12 1.81% 15
2023
Q3
$11.4M Sell
920,679
-764
-0.1% -$9.49K 2.07% 13
2023
Q2
$13.9M Buy
+921,443
New +$13.9M 2.46% 7