Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,560
Closed -$27.5K 750
2024
Q2
$27.5K Sell
3,560
-1,490
-30% -$11.5K 0.04% 673
2024
Q1
$45K Buy
+5,050
New +$45K 0.04% 814