Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,376
Closed -$243K 121
2024
Q2
$243K Buy
2,376
+71
+3% +$7.26K 0.14% 86
2024
Q1
$204K Buy
+2,305
New +$204K 0.11% 93