Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,825
Closed -$778K 675
2024
Q2
$778K Sell
9,825
-78
-0.8% -$6.18K 0.02% 608
2024
Q1
$830K Buy
+9,903
New +$830K 0.02% 571