Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,413
Closed -$889K 93
2024
Q2
$889K Hold
20,413
0.2% 80
2024
Q1
$863K Buy
+20,413
New +$863K 0.23% 63