Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-677
Closed -$218K 302
2024
Q2
$218K Sell
677
-34
-5% -$10.9K 0.04% 268
2024
Q1
$247K Buy
+711
New +$247K 0.04% 246