Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,966
Closed -$587K 253
2024
Q2
$587K Buy
3,966
+1,081
+37% +$160K 0.12% 89
2024
Q1
$511K Buy
+2,885
New +$511K 0.11% 99