Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,947
Closed -$40.7K 146
2024
Q2
$40.7K Sell
3,947
-14
-0.4% -$144 0.02% 143
2024
Q1
$62.2K Buy
+3,961
New +$62.2K 0.03% 166