Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.4M Sell
20,811
-1,620
-7% -$1.28M 0.29% 63
2025
Q1
$13.8M Sell
22,431
-15,885
-41% -$9.75M 0.27% 67
2024
Q4
$24.1M Sell
38,316
-626
-2% -$393K 0.46% 46
2024
Q3
$24.2M Buy
38,942
+1,589
+4% +$987K 0.49% 44
2024
Q2
$24.5M Buy
37,353
+387
+1% +$254K 0.51% 42
2024
Q1
$24M Buy
36,966
+540
+1% +$351K 0.53% 43
2023
Q4
$22.8M Buy
+36,426
New +$22.8M 0.59% 41