Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-70,135
Closed -$830K 400
2024
Q2
$830K Buy
70,135
+20,814
+42% +$246K 0.01% 186
2024
Q1
$723K Buy
+49,321
New +$723K 0.02% 110