Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,515
Closed -$452K 373
2024
Q2
$452K Sell
6,515
-3,333
-34% -$231K 0.16% 194
2024
Q1
$789K Buy
+9,848
New +$789K 0.34% 104