Summit Wealth & Retirement Planning’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-227,953	Closed	-$6.57M	–	68
2023 Q4	$6.57M	Buy	227,953 +188,961	+485%	+$5.45M	2.78%	12
2023 Q3	$1.27M	Sell	38,992 -3,238	-8%	-$105K	0.51%	25
2023 Q2	$1.29M	Sell	42,230 -119,186	-74%	-$3.63M	0.51%	25
2023 Q1	$4.76M	Buy	+161,416	New	+$4.76M	1.78%	16