Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,118
Closed -$266K 801
2024
Q2
$266K Buy
6,118
+49
+0.8% +$2.13K 0.01% 994
2024
Q1
$239K Buy
+6,069
New +$239K 0.01% 1003