Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.3M Sell
133,966
-42,530
-24% -$24.5M 4.49% 11
2025
Q1
$99.8M Sell
176,496
-32,699
-16% -$18.5M 4.57% 12
2024
Q4
$126M Sell
209,195
-14,961
-7% -$8.98M 4.62% 11
2024
Q3
$131M Sell
224,156
-47,917
-18% -$27.9M 4.18% 14
2024
Q2
$131M Buy
272,073
+24,815
+10% +$12M 3.54% 14
2024
Q1
$139M Sell
247,258
-19,870
-7% -$11.1M 3.17% 16
2023
Q4
$151M Sell
267,128
-9,150
-3% -$5.18M 3.37% 16
2023
Q3
$142M Buy
276,278
+162
+0.1% +$83.1K 3.55% 15
2023
Q2
$130M Buy
+276,116
New +$130M 2.27% 18