Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,850
Closed -$321K 720
2024
Q2
$321K Buy
5,850
+10
+0.2% +$548 0.02% 537
2024
Q1
$376K Buy
+5,840
New +$376K 0.03% 465