Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.1M Buy
72,952
+21,202
+41% +$3.23M 0.1% 193
2025
Q1
$7.6M Buy
51,750
+18,394
+55% +$2.7M 0.08% 237
2024
Q4
$4.31M Buy
33,356
+19,037
+133% +$2.46M 0.04% 315
2024
Q3
$1.96M Buy
14,319
+199
+1% +$27.2K 0.02% 447
2024
Q2
$1.44M Sell
14,120
-2,341
-14% -$239K 0.02% 481
2024
Q1
$1.46M Sell
16,461
-35,034
-68% -$3.11M 0.02% 474
2023
Q4
$4.71M Sell
51,495
-16,755
-25% -$1.53M 0.07% 270
2023
Q3
$5.34M Buy
+68,250
New +$5.34M 0.09% 224