Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,029
Closed -$495K 461
2024
Q2
$495K Buy
20,029
+7,310
+57% +$181K 0.05% 333
2024
Q1
$419K Buy
+12,719
New +$419K 0.05% 363