Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,756
Closed -$678K 680
2024
Q2
$678K Sell
3,756
-16
-0.4% -$2.89K 0.02% 644
2024
Q1
$668K Buy
+3,772
New +$668K 0.02% 639