Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-74,286
Closed -$1M 26
2024
Q2
$1M Hold
74,286
0.06% 28
2024
Q1
$521K Hold
74,286
0.03% 33
2023
Q4
$814K Hold
74,286
0.04% 36
2023
Q3
$816K Buy
+74,286
New +$816K 0.04% 34