Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,828
Closed -$226K 85
2024
Q2
$226K Buy
1,828
+5
+0.3% +$619 0.12% 76
2024
Q1
$241K Buy
+1,823
New +$241K 0.13% 73