Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,582
Closed -$509K 134
2024
Q2
$509K Sell
1,582
-112
-7% -$36K 0.42% 75
2024
Q1
$553K Buy
+1,694
New +$553K 0.48% 69