Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Buy
+1,828
New +$401K 0.25% 28
2025
Q1
Sell
-919
Closed -$202K 42
2024
Q4
$202K Buy
+919
New +$202K 0.16% 46