Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,520
Closed -$301K 196
2024
Q2
$301K Sell
1,520
-129
-8% -$25.5K 0.08% 159
2024
Q1
$282K Buy
+1,649
New +$282K 0.08% 156