Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,000
Closed -$714K 171
2024
Q2
$714K Hold
8,000
0.13% 61
2024
Q1
$687K Buy
+8,000
New +$687K 0.19% 43