Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,045
Closed -$217K 929
2024
Q2
$217K Buy
7,045
+163
+2% +$5.02K 0.01% 740
2024
Q1
$218K Buy
+6,882
New +$218K 0.02% 633