Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,331
Closed -$367K 549
2024
Q2
$367K Buy
11,331
+509
+5% +$16.5K 0.01% 877
2024
Q1
$368K Buy
+10,822
New +$368K 0.01% 847