Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,019
Closed -$228K 719
2024
Q2
$228K Buy
1,019
+148
+17% +$33.1K 0.01% 661
2024
Q1
$223K Buy
+871
New +$223K 0.01% 666