Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-38,897
Closed -$273K 64
2024
Q2
$273K Buy
38,897
+21,510
+124% +$151K 0.19% 57
2024
Q1
$174K Buy
+17,387
New +$174K 0.16% 59