Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.2M Buy
78,916
+13,069
+20% +$2.68M 3.75% 10
2025
Q1
$14.6M Buy
65,847
+58,367
+780% +$13M 5.16% 4
2024
Q4
$1.81M Sell
7,480
-77,489
-91% -$18.8M 0.81% 18
2024
Q3
$19.8M Buy
84,969
+7,468
+10% +$1.74M 5.28% 6
2024
Q2
$16.3M Buy
77,501
+71,141
+1,119% +$15M 6.89% 4
2024
Q1
$1.09M Buy
+6,360
New +$1.09M 0.73% 20