Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,700
Closed -$280K 437
2024
Q2
$280K Buy
14,700
+6,900
+88% +$132K 0.01% 306
2024
Q1
$160K Buy
+7,800
New +$160K 0.01% 335