Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2M Buy
62,950
+142
+0.2% +$29.8K 4.03% 4
2025
Q1
$14M Sell
62,808
-386
-0.6% -$85.7K 4.82% 3
2024
Q4
$14.7M Buy
63,194
+2,550
+4% +$595K 5.1% 2
2024
Q3
$14.1M Sell
60,644
-3,424
-5% -$798K 5.17% 2
2024
Q2
$13.5M Buy
64,068
+1,773
+3% +$373K 5.22% 2
2024
Q1
$10.7M Buy
+62,295
New +$10.7M 4.38% 2