Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,400
Closed -$168K 1223
2024
Q2
$168K Buy
4,400
+800
+22% +$30.5K 0.1% 305
2024
Q1
$151K Buy
+3,600
New +$151K 0.36% 100