Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,562
Closed -$274K 123
2024
Q2
$274K Sell
4,562
-687
-13% -$41.3K 0.03% 112
2024
Q1
$271K Buy
+5,249
New +$271K 0.02% 163