Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-205,652
Closed -$259K 10
2024
Q1
$259K Hold
205,652
0.42% 6
2023
Q4
$561K Hold
205,652
0.91% 5
2023
Q3
$467K Buy
+205,652
New +$467K 0.62% 9