Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-39,116
Closed -$473K 193
2024
Q2
$473K Buy
39,116
+19,116
+96% +$231K 0.19% 42
2024
Q1
$415K Buy
+20,000
New +$415K 0.16% 63