Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,888
Closed -$279K 554
2024
Q2
$279K Sell
4,888
-255
-5% -$14.6K 0.01% 977
2024
Q1
$297K Buy
+5,143
New +$297K 0.01% 924