Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-823
Closed -$354K 304
2024
Q2
$354K Buy
823
+126
+18% +$54.2K 0.27% 139
2024
Q1
$264K Buy
+697
New +$264K 0.15% 198