Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,414
Closed -$915K 232
2024
Q2
$915K Buy
8,414
+143
+2% +$15.6K 0.13% 103
2024
Q1
$1.11M Buy
+8,271
New +$1.11M 0.17% 86