Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,600
Closed -$222K 56
2024
Q2
$222K Sell
1,600
-3,000
-65% -$416K 0.11% 80
2024
Q1
$635K Buy
+4,600
New +$635K 0.26% 44