Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,975
Closed -$178K 363
2024
Q2
$178K Sell
10,975
-4,976
-31% -$80.9K 0.13% 215
2024
Q1
$316K Buy
+15,951
New +$316K 0.18% 173