Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-800
Closed -$80.7K 1270
2024
Q2
$80.7K Sell
800
-1,200
-60% -$121K 0.05% 484
2024
Q1
$189K Buy
+2,000
New +$189K 0.45% 45