Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,246
Closed -$774K 790
2024
Q2
$774K Buy
5,246
+151
+3% +$22.3K 0.02% 610
2024
Q1
$778K Buy
+5,095
New +$778K 0.02% 591