Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-15,000
Closed -$958K 13
2024
Q2
$958K Hold
15,000
1.1% 13
2024
Q1
$740K Buy
+15,000
New +$740K 0.72% 12