Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-428
Closed -$203K 350
2024
Q2
$203K Buy
428
+33
+8% +$15.7K 0.04% 203
2024
Q1
$231K Buy
+395
New +$231K 0.04% 154