Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,000
Closed -$421K 229
2024
Q2
$421K Sell
2,000
-4,600
-70% -$969K 0.12% 114
2024
Q1
$1.13M Buy
+6,600
New +$1.13M 0.42% 59