Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,105
Closed -$508K 828
2024
Q2
$508K Buy
3,105
+995
+47% +$163K 0.02% 337
2024
Q1
$264K Buy
+2,110
New +$264K 0.01% 508