Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-16,692
Closed -$293K 375
2024
Q2
$293K Buy
16,692
+2,274
+16% +$40K 0.01% 197
2024
Q1
$259K Buy
+14,418
New +$259K 0.01% 153