Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Buy
1,772
+10
+0.6% +$2.27K 0.3% 74
2025
Q1
$292K Hold
1,762
0.24% 93
2024
Q4
$348K Buy
+1,762
New +$348K 0.3% 83