Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,900
Closed -$125K 1341
2024
Q2
$125K Buy
2,900
+600
+26% +$25.9K 0.07% 377
2024
Q1
$113K Buy
+2,300
New +$113K 0.27% 147