Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,773
Closed -$300K 1664
2024
Q2
$300K Buy
7,773
+3,485
+81% +$135K 0.01% 1036
2024
Q1
$210K Buy
+4,288
New +$210K 0.01% 1104