Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-18,656
Closed -$653K 799
2024
Q2
$653K Buy
18,656
+412
+2% +$14.4K 0.01% 651
2024
Q1
$551K Buy
+18,244
New +$551K 0.01% 697