Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Sell
79,686
-49,003
-38% -$246K 0.06% 321
2025
Q1
$583K Buy
128,689
+58,381
+83% +$264K 0.11% 259
2024
Q4
$332K Buy
+70,308
New +$332K 0.09% 283
2024
Q3
Sell
-20,740
Closed -$73.6K 397
2024
Q2
$73.6K Buy
+20,740
New +$73.6K 0.03% 308