Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,000
Closed -$337K 84
2024
Q2
$337K Hold
10,000
0.17% 73
2024
Q1
$378K Buy
+10,000
New +$378K 0.19% 62