Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,301
Closed -$243K 830
2024
Q2
$243K Sell
5,301
-38
-0.7% -$1.74K 0.01% 620
2024
Q1
$253K Buy
+5,339
New +$253K 0.01% 619