Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,858
Closed -$306K 444
2024
Q2
$306K Sell
3,858
-943
-20% -$74.8K 0.04% 396
2024
Q1
$449K Buy
+4,801
New +$449K 0.06% 369