Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,322
Closed -$228K 375
2024
Q2
$228K Buy
6,322
+610
+11% +$22K ﹤0.01% 374
2024
Q1
$215K Buy
+5,712
New +$215K ﹤0.01% 402