Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,830
Closed -$588K 525
2024
Q2
$588K Sell
1,830
-101
-5% -$32.5K 0.01% 691
2024
Q1
$670K Buy
+1,931
New +$670K 0.02% 636