Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,370
Closed -$313K 257
2024
Q2
$313K Buy
5,370
+1,399
+35% +$81.5K 0.05% 161
2024
Q1
$262K Buy
+3,971
New +$262K 0.05% 162