Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Buy
2,479
+47
+2% +$7.6K 0.02% 485
2025
Q1
$260K Sell
2,432
-33
-1% -$3.52K 0.01% 592
2024
Q4
$304K Sell
2,465
-1,349
-35% -$166K 0.01% 546
2024
Q3
$545K Buy
3,814
+125
+3% +$17.9K 0.02% 394
2024
Q2
$597K Buy
+3,689
New +$597K 0.03% 363