Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,485
Closed -$145K 423
2024
Q2
$145K Buy
17,485
+4,401
+34% +$36.5K 0.09% 382
2024
Q1
$107K Buy
+13,084
New +$107K 0.06% 405