Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,215
Closed -$217K 415
2024
Q2
$217K Sell
1,215
-1,503
-55% -$268K 0.01% 320
2024
Q1
$549K Buy
+2,718
New +$549K 0.02% 258