Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,210
Closed -$220K 286
2024
Q2
$220K Buy
1,210
+36
+3% +$6.55K 0.12% 131
2024
Q1
$227K Buy
+1,174
New +$227K 0.13% 124