Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,200
Closed -$192K 1339
2024
Q2
$192K Buy
3,200
+1,600
+100% +$95.9K 0.11% 282
2024
Q1
$104K Buy
+1,600
New +$104K 0.25% 166