Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,792
Closed -$971K 206
2024
Q2
$971K Buy
20,792
+520
+3% +$24.3K 0.21% 109
2024
Q1
$713K Buy
+20,272
New +$713K 0.15% 135