Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,771
Closed -$856K 110
2024
Q2
$856K Sell
11,771
-3,354
-22% -$244K 0.49% 46
2024
Q1
$1.03M Buy
+15,125
New +$1.03M 0.62% 38