Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,868
Closed -$208K 119
2024
Q2
$208K Sell
2,868
-12
-0.4% -$872 0.13% 91
2024
Q1
$222K Buy
+2,880
New +$222K 0.15% 87