Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,880
Closed -$477K 269
2024
Q2
$477K Sell
8,880
-6,140
-41% -$330K 0.04% 129
2024
Q1
$793K Buy
+15,020
New +$793K 0.07% 110