Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-547
Closed -$259K 644
2024
Q2
$259K Buy
547
+22
+4% +$10.4K 0.14% 241
2024
Q1
$307K Buy
+525
New +$307K 0.11% 268