Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-24,137
Closed -$340K 29
2024
Q2
$340K Hold
24,137
0.62% 15
2024
Q1
$467K Hold
24,137
0.89% 12
2023
Q4
$362K Buy
+24,137
New +$362K 0.73% 12