Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,088
Closed -$977K 911
2024
Q2
$977K Buy
11,088
+537
+5% +$47.3K 0.03% 333
2024
Q1
$1.03M Buy
+10,551
New +$1.03M 0.03% 312