Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Sell
522
-125
-19% -$95.9K 0.08% 81
2025
Q1
$356K Hold
647
0.07% 87
2024
Q4
$289K Hold
647
0.06% 96
2024
Q3
$238K Hold
647
0.05% 119
2024
Q2
$203K Buy
+647
New +$203K 0.04% 120