Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.96M Sell
11,683
-6,588
-36% -$5.06M 3.15% 13
2025
Q1
$10M Sell
18,271
-154
-0.8% -$84.7K 4.6% 9
2024
Q4
$8.24M Buy
18,425
+172
+0.9% +$76.9K 3.19% 12
2024
Q3
$6.73M Buy
+18,253
New +$6.73M 2.74% 17