Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,546
Closed -$272K 58
2024
Q2
$272K Sell
2,546
-1,489
-37% -$159K 0.07% 85
2024
Q1
$486K Buy
+4,035
New +$486K 0.12% 88