Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,900
Closed -$482K 1279
2024
Q2
$482K Buy
3,900
+1,900
+95% +$235K 0.29% 102
2024
Q1
$181K Buy
+2,000
New +$181K 0.43% 69