Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,822
Closed -$213K 268
2024
Q2
$213K Buy
2,822
+371
+15% +$28K 0.11% 192
2024
Q1
$230K Buy
+2,451
New +$230K 0.21% 142