Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,000
Closed -$197K 572
2024
Q2
$197K Sell
14,000
-7,825
-36% -$110K 0.02% 437
2024
Q1
$345K Buy
+21,825
New +$345K 0.03% 317