Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,686
Closed -$1.29M 229
2024
Q2
$1.29M Hold
13,686
0.07% 130
2024
Q1
$1.51M Hold
13,686
0.12% 120
2023
Q4
$1.2M Buy
+13,686
New +$1.2M 0.06% 145