Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Buy
6,289
+2,788
+80% +$178K ﹤0.01% 3210
2025
Q1
$212K Buy
+3,501
New +$212K ﹤0.01% 3253