Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,288
Closed -$195K 211
2024
Q2
$195K Sell
1,288
-40
-3% -$6.07K 0.09% 178
2024
Q1
$219K Buy
+1,328
New +$219K 0.11% 168