Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-80,000
Closed -$288K 267
2024
Q2
$288K Sell
80,000
-20,000
-20% -$72K 0.04% 163
2024
Q1
$360K Buy
+100,000
New +$360K 0.06% 172