Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,517
Closed -$436K 498
2024
Q2
$436K Buy
10,517
+4,640
+79% +$192K 0.24% 121
2024
Q1
$263K Buy
+5,877
New +$263K 0.15% 189