Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,784
Closed -$266K 529
2024
Q2
$266K Buy
3,784
+440
+13% +$31K 0.01% 993
2024
Q1
$266K Buy
+3,344
New +$266K 0.01% 962