Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,350
Closed -$690K 82
2024
Q2
$690K Hold
2,350
0.25% 40
2024
Q1
$784K Buy
+2,350
New +$784K 0.29% 39