Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,300
Closed -$831K 987
2024
Q2
$831K Buy
4,300
+3,300
+330% +$638K 0.5% 11
2024
Q1
$180K Buy
+1,000
New +$180K 0.43% 70