Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,766
Closed -$227K 605
2024
Q2
$227K Sell
1,766
-2,774
-61% -$357K 0.12% 303
2024
Q1
$477K Buy
+4,540
New +$477K 0.18% 147