Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,689
Closed -$209K 96
2024
Q2
$209K Buy
1,689
+8
+0.5% +$991 0.13% 85
2024
Q1
$222K Buy
+1,681
New +$222K 0.14% 81