Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Buy
1,261
+409
+48% +$130K 0.12% 71
2025
Q1
$221K Sell
852
-8
-0.9% -$2.07K 0.07% 90
2024
Q4
$347K Buy
860
+29
+3% +$11.7K 0.11% 64
2024
Q3
$217K Buy
+831
New +$217K 0.07% 72
2022
Q1
Sell
-120
Closed -$44K 233
2021
Q4
$44K Buy
+120
New +$44K 0.04% 73