Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,000
Closed -$1.01M 130
2024
Q2
$1.01M Buy
5,000
+2,000
+67% +$404K 0.01% 96
2024
Q1
$585K Buy
+3,000
New +$585K 0.01% 110