Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-598
Closed -$223K 41
2024
Q2
$223K Sell
598
-262
-30% -$97.9K 0.01% 53
2024
Q1
$298K Buy
+860
New +$298K 0.01% 33